OIA
NS

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

Optimum 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
-1,200
Closed -$27K – 1097
2018
Q2 		$27K Buy
+1,200
New +$27.1K 0.01% 674
2015
Q1 		$224K Sell
3,685
-2,755
-43% -$167K 0.07% 269
2014
Q4 		$198K Buy
6,440
+3,000
+87% +$178K 0.06% 264
2014
Q3 		$224K Hold
3,440
– – 0.07% 236
2014
Q2 		$213K Buy
3,440
+440
+15% +$25.6K 0.07% 249
2014
Q1 		$165K Hold
3,000
– – 0.06% 246
2013
Q4 		$153K Hold
3,000
– – 0.06% 250
2013
Q3 		$120K Buy
+3,000
New +$127K 0.05% 262

Other funds holding NS

O
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
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

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

Optimum Investment Advisors sold out of NuStar Energy L.P. (NS) in Q3 2018, closing a stake of 1,200 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in NS in Q3 2013 and held it in 8 quarters. The position peaked at $224K in Q1 2015. 182 funds tracked by Wall St. Rank hold NS as of Q3 2018.

  • Optimum Investment Advisors reported no remaining NuStar Energy L.P. position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 NuStar Energy L.P. shares in Q3 2018, an estimated $27K.
  • Optimum Investment Advisors first reported a position in NuStar Energy L.P. in Q3 2013 and held it in 8 quarters.
  • Optimum Investment Advisors's NuStar Energy L.P. position peaked at $224K in Q1 2015.
  • 182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.