Mariner Wealth Advisors (Cincinnati)’s NuStar Energy L.P. NS Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q2	–	Sell	-9,820	Closed	-$200K	–	310
2018 Q1	$200K	Hold	9,820	–	–	0.01%	275
2017 Q4	$294K	Hold	9,820	–	–	0.02%	234
2017 Q3	$399K	Hold	9,820	–	–	0.03%	189
2017 Q2	$458K	Hold	9,820	–	–	0.03%	175
2017 Q1	$510K	Hold	9,820	–	–	0.04%	163
2016 Q4	$489K	Hold	9,820	–	–	0.04%	161
2016 Q3	$487K	Hold	9,820	–	–	0.04%	165
2016 Q2	$489K	Buy	9,820 +3,280	+50%	+$157K	0.04%	163
2016 Q1	$264K	Buy	+6,540	New	+$228K	0.03%	205

Other funds holding NS

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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

TCA

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

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

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

NIM

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

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s NS Position: Q2 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of NuStar Energy L.P. (NS) in Q2 2018, closing a stake of 9,820 shares — an estimated $200K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in NS in Q1 2016 and held it in 9 quarters. The position peaked at $510K in Q1 2017. 161 funds tracked by Wall St. Rank hold NS as of Q2 2018.

Mariner Wealth Advisors (Cincinnati) reported no remaining NuStar Energy L.P. position as of Q2 2018 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 9,820 NuStar Energy L.P. shares in Q2 2018, an estimated $200K.
Mariner Wealth Advisors (Cincinnati) first reported a position in NuStar Energy L.P. in Q1 2016 and held it in 9 quarters.
Mariner Wealth Advisors (Cincinnati)'s NuStar Energy L.P. position peaked at $510K in Q1 2017.
161 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q2 2018, filed 14 Aug 2018.