NES
NS

New England Securities’s NuStar Energy L.P. NS Stock Holding History

New England Securities’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
2014
Q4 		$52K Buy
900
+500
+125% +$29.7K 0.02% 589
2014
Q3 		$26K Sell
400
-45
-10% -$2.92K 0.01% 830
2014
Q2 		$28K Hold
445
– – 0.01% 798
2014
Q1 		$24K Sell
445
-155
-26% -$7.94K 0.01% 786
2013
Q4 		$31K Sell
600
-50
-8% -$2.32K 0.01% 689
2013
Q3 		$26K Buy
+650
New +$27.6K 0.01% 692

Other funds holding NS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

New England Securities's NS Position: Q4 2014 in Review

New England Securities increased its NuStar Energy L.P. (NS) stake by 125% in Q4 2014, buying an estimated $29.7K and bringing the position to 900 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #589.

New England Securities first reported a position in NS in Q3 2013 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

  • New England Securities held 900 shares of NuStar Energy L.P. worth $52K as of Q4 2014.
  • New England Securities bought 500 NuStar Energy L.P. shares in Q4 2014, an estimated $29.7K.
  • NuStar Energy L.P. made up 0.02% of New England Securities's portfolio in Q4 2014, its #589 holding.
  • New England Securities first reported a position in NuStar Energy L.P. in Q3 2013 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.