Lake Point Wealth Management’s NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests NS.PRB Stock Holding History

Lake Point Wealth Management’s Portfolio NS.PRB Stock Details NS.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$4K	Buy	456 +19	+4%	+$370	﹤0.01%	212
2019 Q4	$9K	Buy	+437	New	+$9.57K	﹤0.01%	290
2019 Q2	$9K	Hold	418	–	–	﹤0.01%	351
2019 Q1	$9K	Buy	418 +18	+5%	+$376	﹤0.01%	351
2018 Q4	$7K	Buy	+400	New	+$8.14K	﹤0.01%	521

Lake Point Wealth Management's NS.PRB Position: Q1 2020 in Review

Lake Point Wealth Management increased its NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests (NS.PRB) stake by 4.3% in Q1 2020, buying an estimated $370 and bringing the position to 456 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Lake Point Wealth Management first reported a position in NS.PRB in Q4 2018 and has held it in 5 quarters since. The position peaked at $9K in Q4 2019. 1 fund tracked by Wall St. Rank holds NS.PRB as of Q1 2020.

Lake Point Wealth Management held 456 shares of NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests worth $4K as of Q1 2020.
Lake Point Wealth Management bought 19 NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests shares in Q1 2020, an estimated $370.
NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #212 holding.
Lake Point Wealth Management first reported a position in NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests position peaked at $9K in Q4 2019.
1 fund tracked by Wall St. Rank held NuStar Energy L.P. 7.625% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Units representing limited partner interests as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.