MLL
NS

Moody Lynn & Lieberson’s NuStar Energy L.P. NS Stock Holding History

Moody Lynn & Lieberson’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
Q4 		– Sell
-9,835
Closed -$394K – 213
2013
Q3 		$394K Sell
9,835
-6,200
-39% -$263K 0.06% 131
2013
Q2 		$732K Buy
+16,035
New +$790K 0.13% 106

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 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Moody Lynn & Lieberson's NS Position: Q4 2013 in Review

Moody Lynn & Lieberson sold out of NuStar Energy L.P. (NS) in Q4 2013, closing a stake of 9,835 shares — an estimated $394K sold.

Moody Lynn & Lieberson first reported a position in NS in Q2 2013 and held it in 2 quarters. The position peaked at $732K in Q2 2013. 192 funds tracked by Wall St. Rank hold NS as of Q4 2013.

  • Moody Lynn & Lieberson reported no remaining NuStar Energy L.P. position as of Q4 2013 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 9,835 NuStar Energy L.P. shares in Q4 2013, an estimated $394K.
  • Moody Lynn & Lieberson first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 2 quarters.
  • Moody Lynn & Lieberson's NuStar Energy L.P. position peaked at $732K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2013.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2013, filed 10 Feb 2014.