MMEA
NS

Mark Morris et al’s NuStar Energy L.P. NS Stock Holding History

Mark Morris et al’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
2013
Q2 		$267K Buy
+5,843
New +$288K 0.1% 58

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Mark Morris et al's NS Position: Q2 2013 in Review

Mark Morris et al opened a new position in NuStar Energy L.P. (NS) in Q2 2013: 5,843 shares worth $267K. The stake represents 0.1% of the portfolio and ranks #58 among its holdings.

189 funds tracked by Wall St. Rank hold NS as of Q2 2013.

  • Mark Morris et al held 5,843 shares of NuStar Energy L.P. worth $267K as of Q2 2013.
  • NuStar Energy L.P. was a new Mark Morris et al position in Q2 2013.
  • NuStar Energy L.P. made up 0.1% of Mark Morris et al's portfolio in Q2 2013, its #58 holding.
  • 189 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.