OIA
NS

OneDigital Investment Advisors’s NuStar Energy L.P. NS Stock Holding History

OneDigital Investment Advisors’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
2018
Q3 		– Sell
-102
Closed -$2K – 1304
2018
Q2 		$2K Hold
102
– – ﹤0.01% 1270
2018
Q1 		$2K Hold
102
– – ﹤0.01% 1266
2017
Q4 		$3K Buy
+102
New +$3.31K ﹤0.01% 1157
2017
Q3 		– Sell
-102
Closed -$5K – 1190
2017
Q2 		$5K Buy
+102
New +$4.77K ﹤0.01% 1066

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OneDigital Investment Advisors's NS Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of NuStar Energy L.P. (NS) in Q3 2018, closing a stake of 102 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in NS in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 182 funds tracked by Wall St. Rank hold NS as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining NuStar Energy L.P. position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 102 NuStar Energy L.P. shares in Q3 2018, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in NuStar Energy L.P. in Q2 2017 and held it in 4 quarters.
  • OneDigital Investment Advisors's NuStar Energy L.P. position peaked at $5K in Q2 2017.
  • 182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.