Next Financial Group’s NuStar Energy L.P. NS Stock Holding History

Next Financial Group’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
2021 Q4	$2K	Hold	110	–	–	﹤0.01%	2666
2021 Q3	$2K	Hold	110	–	–	﹤0.01%	2542
2021 Q2	$2K	Hold	110	–	–	﹤0.01%	2463
2021 Q1	$2K	Hold	110	–	–	﹤0.01%	2348
2020 Q4	$2K	Hold	110	–	–	﹤0.01%	2226
2020 Q3	$1K	Buy	+110	New	+$1.47K	﹤0.01%	2158
2020 Q2	–	Sell	-110	Closed	-$1K	–	1981
2020 Q1	$1K	Sell	110 -400	-78%	-$8.7K	﹤0.01%	2067
2019 Q4	$13K	Hold	510	–	–	﹤0.01%	1690
2019 Q3	$14K	Sell	510 -1,000	-66%	-$27.9K	﹤0.01%	1590
2019 Q2	$41K	Buy	1,510 +1,110	+278%	+$30.1K	﹤0.01%	1232
2019 Q1	$11K	Sell	400 -110	-22%	-$2.85K	﹤0.01%	1103
2018 Q4	$11K	Buy	510 +110	+28%	+$2.69K	﹤0.01%	1326
2018 Q3	$11K	Buy	+400	New	+$10.6K	0.01%	971
2017 Q1	–	Sell	-7,400	Closed	-$369K	–	2348
2016 Q4	$369K	Buy	7,400 +192	+3%	+$9.15K	0.06%	317
2016 Q3	$357K	Buy	+7,208	New	+$347K	0.06%	316
2016 Q1	–	Sell	-80	Closed	-$3K	–	1891
2015 Q4	$3K	Buy	+80	New	+$3.45K	﹤0.01%	1545
2015 Q1	–	Sell	-613	Closed	-$35K	–	1984
2014 Q4	$35K	Sell	613 -400	-39%	-$23.8K	0.01%	789
2014 Q3	$67K	Buy	+1,013	New	+$65.7K	0.01%	815

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's NS Position: Q4 2021 in Review

Next Financial Group held its NuStar Energy L.P. (NS) position steady in Q4 2021 at 110 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Next Financial Group first reported a position in NS in Q3 2014 and has held it in 18 quarters since. The position peaked at $369K in Q4 2016. 144 funds tracked by Wall St. Rank hold NS as of Q4 2021.

Next Financial Group held 110 shares of NuStar Energy L.P. worth $2K as of Q4 2021.
Next Financial Group left its NuStar Energy L.P. share count unchanged in Q4 2021.
NuStar Energy L.P. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2666 holding.
Next Financial Group first reported a position in NuStar Energy L.P. in Q3 2014 and has held it in 18 quarters since.
Next Financial Group's NuStar Energy L.P. position peaked at $369K in Q4 2016.
144 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.