Mercer Capital Advisers’s NuStar Energy L.P. NS Stock Holding History

Mercer Capital Advisers’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
2020 Q1	–	Sell	-800	Closed	-$21K	–	195
2019 Q4	$21K	Hold	800	–	–	0.01%	170
2019 Q3	$23K	Hold	800	–	–	0.01%	170
2019 Q2	$22K	Hold	800	–	–	0.01%	172
2019 Q1	$22K	Hold	800	–	–	0.01%	174
2018 Q4	$17K	Hold	800	–	–	0.01%	182
2018 Q3	$22K	Hold	800	–	–	0.01%	181
2018 Q2	$18K	Hold	800	–	–	0.01%	197
2018 Q1	$16K	Hold	800	–	–	0.01%	197
2017 Q4	$24K	Hold	800	–	–	0.02%	175
2017 Q3	$32K	Hold	800	–	–	0.02%	178
2017 Q2	$37K	Hold	800	–	–	0.03%	177
2017 Q1	$42K	Hold	800	–	–	0.03%	173
2016 Q4	$40K	Hold	800	–	–	0.03%	175
2016 Q3	$40K	Hold	800	–	–	0.03%	178
2016 Q2	$40K	Hold	800	–	–	0.03%	176
2016 Q1	$32K	Hold	800	–	–	0.03%	178
2015 Q4	$32K	Hold	800	–	–	0.03%	188
2015 Q3	$36K	Hold	800	–	–	0.03%	174
2015 Q2	$47K	Hold	800	–	–	0.04%	166
2015 Q1	$49K	Hold	800	–	–	0.04%	168
2014 Q4	$46K	Buy	+800	New	+$47.5K	0.04%	173

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Mercer Capital Advisers's NS Position: Q1 2020 in Review

Mercer Capital Advisers sold out of NuStar Energy L.P. (NS) in Q1 2020, closing a stake of 800 shares — an estimated $21K sold.

Mercer Capital Advisers first reported a position in NS in Q4 2014 and held it in 21 quarters. The position peaked at $49K in Q1 2015. 158 funds tracked by Wall St. Rank hold NS as of Q1 2020.

Mercer Capital Advisers reported no remaining NuStar Energy L.P. position as of Q1 2020 after selling out during the quarter.
Mercer Capital Advisers sold 800 NuStar Energy L.P. shares in Q1 2020, an estimated $21K.
Mercer Capital Advisers first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 21 quarters.
Mercer Capital Advisers's NuStar Energy L.P. position peaked at $49K in Q1 2015.
158 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2020.

Based on Mercer Capital Advisers's 13F filing for Q1 2020, filed 23 Apr 2020.