PFGIA
NS

Patriot Financial Group Insurance Agency’s NuStar Energy L.P. NS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-600
Closed -$12K – 938
2018
Q1 		$12K Hold
600
– – 0.01% 573
2017
Q4 		$19K Hold
600
– – 0.01% 471
2017
Q3 		$24K Hold
600
– – 0.02% 369
2017
Q2 		$28K Buy
+600
New +$28.1K 0.03% 335

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NS Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of NuStar Energy L.P. (NS) in Q2 2018, closing a stake of 600 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in NS in Q2 2017 and held it in 4 quarters. The position peaked at $28K in Q2 2017. 161 funds tracked by Wall St. Rank hold NS as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining NuStar Energy L.P. position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 600 NuStar Energy L.P. shares in Q2 2018, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in NuStar Energy L.P. in Q2 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's NuStar Energy L.P. position peaked at $28K in Q2 2017.
  • 161 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.