Obermeyer Wealth Partners’s NuStar Energy L.P. NS Stock Holding History

Obermeyer Wealth Partners’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
2017 Q4	–	Sell	-5,000	Closed	-$203K	–	125
2017 Q3	$203K	Hold	5,000	–	–	0.02%	113
2017 Q2	$233K	Hold	5,000	–	–	0.02%	114
2017 Q1	$260K	Hold	5,000	–	–	0.02%	112
2016 Q4	$249K	Hold	5,000	–	–	0.02%	118
2016 Q3	$248K	Hold	5,000	–	–	0.02%	111
2016 Q2	$249K	Hold	5,000	–	–	0.02%	112
2016 Q1	$202K	Sell	5,000 -542	-10%	-$18.9K	0.02%	118
2015 Q4	$222K	Buy	5,542 +14	+0.3%	+$604	0.02%	110
2015 Q3	$248K	Buy	5,528 +10	+0.2%	+$528	0.03%	104
2015 Q2	$327K	Buy	5,518 +9	+0.2%	+$569	0.03%	101
2015 Q1	$337K	Buy	5,509 +9	+0.2%	+$545	0.03%	107
2014 Q4	$318K	Buy	+5,500	New	+$327K	0.03%	115

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

CCCA

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Obermeyer Wealth Partners's NS Position: Q4 2017 in Review

Obermeyer Wealth Partners sold out of NuStar Energy L.P. (NS) in Q4 2017, closing a stake of 5,000 shares — an estimated $203K sold.

Obermeyer Wealth Partners first reported a position in NS in Q4 2014 and held it in 12 quarters. The position peaked at $337K in Q1 2015. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

Obermeyer Wealth Partners reported no remaining NuStar Energy L.P. position as of Q4 2017 after selling out during the quarter.
Obermeyer Wealth Partners sold 5,000 NuStar Energy L.P. shares in Q4 2017, an estimated $203K.
Obermeyer Wealth Partners first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 12 quarters.
Obermeyer Wealth Partners's NuStar Energy L.P. position peaked at $337K in Q1 2015.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.