LWA
NS

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

Lenox Wealth 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
2020
Q1 		– Sell
-1,142
Closed -$30K – 962
2019
Q4 		$30K Hold
1,142
– – ﹤0.01% 260
2019
Q3 		$32K Buy
+1,142
New +$31.8K 0.01% 215

Other funds holding NS

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's NS Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q1 2020, closing a stake of 1,142 shares — an estimated $30K sold.

Lenox Wealth Advisors first reported a position in NS in Q3 2019 and held it in 2 quarters. The position peaked at $32K in Q3 2019. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,142 NuStar Energy L.P. shares in Q1 2020, an estimated $30K.
  • Lenox Wealth Advisors first reported a position in NuStar Energy L.P. in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's NuStar Energy L.P. position peaked at $32K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.