MSFP
NS

Mark Sheptoff Financial Planning’s NuStar Energy L.P. NS Stock Holding History

Mark Sheptoff Financial Planning’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
2014
Q4 		– Sell
-200
Closed -$13K – 344
2014
Q3 		$13K Hold
200
– – 0.01% 256
2014
Q2 		$12K Hold
200
– – 0.01% 265
2014
Q1 		$11K Buy
+200
New +$10.2K 0.01% 279

Other funds holding NS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mark Sheptoff Financial Planning's NS Position: Q4 2014 in Review

Mark Sheptoff Financial Planning sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 200 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in NS in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

  • Mark Sheptoff Financial Planning reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 NuStar Energy L.P. shares in Q4 2014, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in NuStar Energy L.P. in Q1 2014 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's NuStar Energy L.P. position peaked at $13K in Q3 2014.
  • 204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2014, filed 9 Feb 2015.