MWR
NS

McAdams Wright Ragen’s NuStar Energy L.P. NS Stock Holding History

McAdams Wright Ragen’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
Q3 		– Sell
-33,000
Closed -$1.51M – 363
2013
Q2 		$1.51M Buy
+33,000
New +$1.63M 0.12% 136

Other funds holding NS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

McAdams Wright Ragen's NS Position: Q3 2013 in Review

McAdams Wright Ragen sold out of NuStar Energy L.P. (NS) in Q3 2013, closing a stake of 33,000 shares — an estimated $1.51M sold.

McAdams Wright Ragen first reported a position in NS in Q2 2013 and held it in 1 quarter. The position peaked at $1.51M in Q2 2013. 192 funds tracked by Wall St. Rank hold NS as of Q3 2013.

  • McAdams Wright Ragen reported no remaining NuStar Energy L.P. position as of Q3 2013 after selling out during the quarter.
  • McAdams Wright Ragen sold 33,000 NuStar Energy L.P. shares in Q3 2013, an estimated $1.51M.
  • McAdams Wright Ragen first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 1 quarter.
  • McAdams Wright Ragen's NuStar Energy L.P. position peaked at $1.51M in Q2 2013.
  • 192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2013.

Based on McAdams Wright Ragen's 13F filing for Q3 2013, filed 12 Nov 2013.