Legacy Advisors’s NuStar Energy L.P. NS Stock Holding History

Legacy Advisors’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
2018 Q3	–	Sell	-1,500	Closed	-$34K	–	508
2018 Q2	$34K	Buy	+1,500	New	+$33.9K	0.03%	219

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Legacy Advisors's NS Position: Q3 2018 in Review

Legacy Advisors sold out of NuStar Energy L.P. (NS) in Q3 2018, closing a stake of 1,500 shares — an estimated $34K sold.

Legacy Advisors first reported a position in NS in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 182 funds tracked by Wall St. Rank hold NS as of Q3 2018.

Legacy Advisors reported no remaining NuStar Energy L.P. position as of Q3 2018 after selling out during the quarter.
Legacy Advisors sold 1,500 NuStar Energy L.P. shares in Q3 2018, an estimated $34K.
Legacy Advisors first reported a position in NuStar Energy L.P. in Q2 2018 and held it in 1 quarter.
Legacy Advisors's NuStar Energy L.P. position peaked at $34K in Q2 2018.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.