LIM
NS

Leavell Investment Management’s NuStar Energy L.P. NS Stock Holding History

Leavell Investment Management’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,380
Closed -$246K – 391
2013
Q2 		$246K Buy
+5,380
New +$265K 0.05% 328

Other funds holding NS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Leavell Investment Management's NS Position: Q3 2013 in Review

Leavell Investment Management sold out of NuStar Energy L.P. (NS) in Q3 2013, closing a stake of 5,380 shares — an estimated $246K sold.

Leavell Investment Management first reported a position in NS in Q2 2013 and held it in 1 quarter. The position peaked at $246K in Q2 2013. 192 funds tracked by Wall St. Rank hold NS as of Q3 2013.

  • Leavell Investment Management reported no remaining NuStar Energy L.P. position as of Q3 2013 after selling out during the quarter.
  • Leavell Investment Management sold 5,380 NuStar Energy L.P. shares in Q3 2013, an estimated $246K.
  • Leavell Investment Management first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 1 quarter.
  • Leavell Investment Management's NuStar Energy L.P. position peaked at $246K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2013.

Based on Leavell Investment Management's 13F filing for Q3 2013, filed 15 Oct 2013.