Level Four Advisory Services’s NuStar Energy L.P. NS Stock Holding History

Level Four Advisory Services’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	-4,771	Closed	-$249K	–	592
2019 Q4	$249K	Buy	+4,771	New	+$133K	0.01%	495
2017 Q3	–	Sell	-4,423	Closed	-$226K	–	535
2017 Q2	$226K	Hold	4,423	–	–	0.03%	438
2017 Q1	$226K	Buy	4,423 +191	+5%	+$10.1K	0.02%	471
2016 Q4	$211K	Buy	+4,232	New	+$202K	0.03%	434

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Level Four Advisory Services's NS Position: Q1 2020 in Review

Level Four Advisory Services sold out of NuStar Energy L.P. (NS) in Q1 2020, closing a stake of 4,771 shares — an estimated $249K sold.

Level Four Advisory Services first reported a position in NS in Q4 2016 and held it in 4 quarters. The position peaked at $249K in Q4 2019. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

Level Four Advisory Services reported no remaining NuStar Energy L.P. position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 4,771 NuStar Energy L.P. shares in Q1 2020, an estimated $249K.
Level Four Advisory Services first reported a position in NuStar Energy L.P. in Q4 2016 and held it in 4 quarters.
Level Four Advisory Services's NuStar Energy L.P. position peaked at $249K in Q4 2019.
158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.