National Planning Corporation’s NuStar Energy L.P. NS Stock Holding History

National Planning Corporation’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
2015 Q4	–	Sell	-4,674	Closed	-$221K	–	763
2015 Q3	$221K	Buy	4,674 +236	+5%	+$12.5K	0.02%	534
2015 Q2	$224K	Hold	4,438	–	–	0.02%	551
2015 Q1	$293K	Sell	4,438 -225	-5%	-$13.6K	0.03%	496
2014 Q4	$260K	Buy	4,663 +4	+0.1%	+$238	0.02%	581
2014 Q3	$304K	Buy	4,659 +4	+0.1%	+$259	0.02%	552
2014 Q2	$289K	Buy	4,655 +4	+0.1%	+$232	0.02%	571
2014 Q1	$256K	Sell	4,651 -525	-10%	-$26.9K	0.02%	574
2013 Q4	$265K	Sell	5,176 -46	-0.9%	-$2.13K	0.02%	555
2013 Q3	$211K	Buy	5,222 +12	+0.2%	+$509	0.02%	583
2013 Q2	$240K	Buy	+5,210	New	+$257K	0.03%	442

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

National Planning Corporation's NS Position: Q4 2015 in Review

National Planning Corporation sold out of NuStar Energy L.P. (NS) in Q4 2015, closing a stake of 4,674 shares — an estimated $221K sold.

National Planning Corporation first reported a position in NS in Q2 2013 and held it in 10 quarters. The position peaked at $304K in Q3 2014. 198 funds tracked by Wall St. Rank hold NS as of Q4 2015.

National Planning Corporation reported no remaining NuStar Energy L.P. position as of Q4 2015 after selling out during the quarter.
National Planning Corporation sold 4,674 NuStar Energy L.P. shares in Q4 2015, an estimated $221K.
National Planning Corporation first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 10 quarters.
National Planning Corporation's NuStar Energy L.P. position peaked at $304K in Q3 2014.
198 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2015.

Based on National Planning Corporation's 13F filing for Q4 2015, filed 16 Feb 2016.