MCC
NS

Money Concepts Capital’s NuStar Energy L.P. NS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-395
Closed -$6.32K – 3097
2022
Q4 		$6.32K Buy
+395
New +$6.14K ﹤0.01% 2235
2022
Q2 		– Sell
-80
Closed -$1K – 2725
2022
Q1 		$1K Buy
+80
New +$1.29K ﹤0.01% 2632

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's NS Position: Q1 2023 in Review

Money Concepts Capital sold out of NuStar Energy L.P. (NS) in Q1 2023, closing a stake of 395 shares — an estimated $6.32K sold.

Money Concepts Capital first reported a position in NS in Q1 2022 and held it in 2 quarters. The position peaked at $6.32K in Q4 2022. 132 funds tracked by Wall St. Rank hold NS as of Q1 2023.

  • Money Concepts Capital reported no remaining NuStar Energy L.P. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 395 NuStar Energy L.P. shares in Q1 2023, an estimated $6.32K.
  • Money Concepts Capital first reported a position in NuStar Energy L.P. in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's NuStar Energy L.P. position peaked at $6.32K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.