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

Lowe 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
2015 Q3	–	Sell	-900	Closed	-$53K	–	250
2015 Q2	$53K	Hold	900	–	–	0.04%	71
2015 Q1	$55K	Hold	900	–	–	0.04%	67
2014 Q4	$52K	Buy	+900	New	+$53.5K	0.04%	66

Other funds holding NS

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

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

HFA

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

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

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

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

NIM

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

TCA

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

CCCA

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Lowe Wealth Advisors's NS Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q3 2015, closing a stake of 900 shares — an estimated $53K sold.

Lowe Wealth Advisors first reported a position in NS in Q4 2014 and held it in 3 quarters. The position peaked at $55K in Q1 2015. 209 funds tracked by Wall St. Rank hold NS as of Q3 2015.

Lowe Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q3 2015 after selling out during the quarter.
Lowe Wealth Advisors sold 900 NuStar Energy L.P. shares in Q3 2015, an estimated $53K.
Lowe Wealth Advisors first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 3 quarters.
Lowe Wealth Advisors's NuStar Energy L.P. position peaked at $55K in Q1 2015.
209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.