Pacific Financial Group’s NuStar Energy L.P. NS Stock Holding History

Pacific Financial Group’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
2015 Q1	–	Sell	-200	Closed	-$12K	–	202
2014 Q4	$12K	Buy	+200	New	+$11.9K	﹤0.01%	148

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

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

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

HFA

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pacific Financial Group's NS Position: Q1 2015 in Review

Pacific Financial Group sold out of NuStar Energy L.P. (NS) in Q1 2015, closing a stake of 200 shares — an estimated $12K sold.

Pacific Financial Group first reported a position in NS in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 209 funds tracked by Wall St. Rank hold NS as of Q1 2015.

Pacific Financial Group reported no remaining NuStar Energy L.P. position as of Q1 2015 after selling out during the quarter.
Pacific Financial Group sold 200 NuStar Energy L.P. shares in Q1 2015, an estimated $12K.
Pacific Financial Group first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 1 quarter.
Pacific Financial Group's NuStar Energy L.P. position peaked at $12K in Q4 2014.
209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.