Orrstown Financial Services’s NuStar Energy L.P. NS Stock Holding History

Orrstown Financial Services’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
2019 Q4	–	Sell	-173	Closed	-$5K	–	224
2019 Q3	$5K	Hold	173	–	–	0.01%	207
2019 Q2	$5K	Hold	173	–	–	0.01%	199
2019 Q1	$5K	Hold	173	–	–	0.01%	204
2018 Q4	$4K	Hold	173	–	–	0.01%	197
2018 Q3	$5K	Hold	173	–	–	0.01%	199
2018 Q2	$4K	Hold	173	–	–	0.01%	245
2018 Q1	$4K	Hold	173	–	–	﹤0.01%	271
2017 Q4	$5K	Hold	173	–	–	0.01%	262
2017 Q3	$7K	Hold	173	–	–	0.01%	249
2017 Q2	$8K	Hold	173	–	–	0.01%	228
2017 Q1	$9K	Hold	173	–	–	0.01%	218
2016 Q4	$8K	Hold	173	–	–	0.01%	197
2016 Q3	$9K	Hold	173	–	–	0.01%	190
2016 Q2	$9K	Hold	173	–	–	0.01%	189
2016 Q1	$7K	Hold	173	–	–	0.01%	151
2015 Q4	$7K	Hold	173	–	–	0.01%	185
2015 Q3	$8K	Hold	173	–	–	0.01%	188
2015 Q2	$10K	Hold	173	–	–	0.01%	157
2015 Q1	$11K	Hold	173	–	–	0.01%	149
2014 Q4	$10K	Hold	173	–	–	0.01%	160
2014 Q3	$11K	Hold	173	–	–	0.01%	158
2014 Q2	$11K	Hold	173	–	–	0.01%	154
2014 Q1	$10K	Hold	173	–	–	0.01%	154
2013 Q4	$9K	Hold	173	–	–	0.01%	160
2013 Q3	$7K	Hold	173	–	–	0.01%	171
2013 Q2	$8K	Buy	+173	New	+$8.53K	0.01%	161

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

HFA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Orrstown Financial Services's NS Position: Q4 2019 in Review

Orrstown Financial Services sold out of NuStar Energy L.P. (NS) in Q4 2019, closing a stake of 173 shares — an estimated $5K sold.

Orrstown Financial Services first reported a position in NS in Q2 2013 and held it in 26 quarters. The position peaked at $11K in Q1 2015. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

Orrstown Financial Services reported no remaining NuStar Energy L.P. position as of Q4 2019 after selling out during the quarter.
Orrstown Financial Services sold 173 NuStar Energy L.P. shares in Q4 2019, an estimated $5K.
Orrstown Financial Services first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 26 quarters.
Orrstown Financial Services's NuStar Energy L.P. position peaked at $11K in Q1 2015.
175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Orrstown Financial Services's 13F filing for Q4 2019, filed 17 Jan 2020.