MWM
NS

MinichMacGregor Wealth Management’s NuStar Energy L.P. NS Stock Holding History

MinichMacGregor Wealth Management’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
2017
Q2 		– Sell
-400
Closed -$20K – 533
2017
Q1 		$20K Buy
+400
New +$21.1K 0.02% 192

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's NS Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2017, closing a stake of 400 shares — an estimated $20K sold.

MinichMacGregor Wealth Management first reported a position in NS in Q1 2017 and held it in 1 quarter. The position peaked at $20K in Q1 2017. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 400 NuStar Energy L.P. shares in Q2 2017, an estimated $20K.
  • MinichMacGregor Wealth Management first reported a position in NuStar Energy L.P. in Q1 2017 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's NuStar Energy L.P. position peaked at $20K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.