Omnia Family Wealth’s NuStar Energy L.P. NS Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-300	Closed	-$15K	–	782
2016 Q4	$15K	Buy	+300	New	+$14.3K	0.01%	243

Other funds holding NS

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

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

ClearBridge Investments New York $115B AUM 24.78% 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

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

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

Omnia Family Wealth's NS Position: Q1 2017 in Review

Omnia Family Wealth sold out of NuStar Energy L.P. (NS) in Q1 2017, closing a stake of 300 shares — an estimated $15K sold.

Omnia Family Wealth first reported a position in NS in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 193 funds tracked by Wall St. Rank hold NS as of Q1 2017.

Omnia Family Wealth reported no remaining NuStar Energy L.P. position as of Q1 2017 after selling out during the quarter.
Omnia Family Wealth sold 300 NuStar Energy L.P. shares in Q1 2017, an estimated $15K.
Omnia Family Wealth first reported a position in NuStar Energy L.P. in Q4 2016 and held it in 1 quarter.
Omnia Family Wealth's NuStar Energy L.P. position peaked at $15K in Q4 2016.
193 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2017.

Based on Omnia Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.