Lehman Financial Resources’s NuStar Energy L.P. NS Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-1,000	Closed	-$44K	–	377
2015 Q3	$44K	Hold	1,000	–	–	0.02%	159
2015 Q2	$59K	Sell	1,000 -7,720	-89%	-$488K	0.03%	137
2015 Q1	$529K	Hold	8,720	–	–	0.24%	44
2014 Q4	$504K	Hold	8,720	–	–	0.25%	45
2014 Q3	$575K	Hold	8,720	–	–	0.3%	42
2014 Q2	$541K	Hold	8,720	–	–	0.26%	45
2014 Q1	$479K	Sell	8,720 -1	-0%	-$51	0.25%	42
2013 Q4	$445K	Hold	8,721	–	–	0.28%	40
2013 Q3	$350K	Hold	8,721	–	–	0.22%	45
2013 Q2	$398K	Buy	+8,721	New	+$430K	0.27%	40

Other funds holding NS

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

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

HFA

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lehman Financial Resources's NS Position: Q4 2015 in Review

Lehman Financial Resources sold out of NuStar Energy L.P. (NS) in Q4 2015, closing a stake of 1,000 shares — an estimated $44K sold.

Lehman Financial Resources first reported a position in NS in Q2 2013 and held it in 10 quarters. The position peaked at $575K in Q3 2014. 198 funds tracked by Wall St. Rank hold NS as of Q4 2015.

Lehman Financial Resources reported no remaining NuStar Energy L.P. position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,000 NuStar Energy L.P. shares in Q4 2015, an estimated $44K.
Lehman Financial Resources first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's NuStar Energy L.P. position peaked at $575K in Q3 2014.
198 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.