PAM
NS

Peak Asset Management’s NuStar Energy L.P. NS Stock Holding History

Peak Asset Management’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
2017
Q3 		– Sell
-5,035
Closed -$235K – 149
2017
Q2 		$235K Sell
5,035
-470
-9% -$22K 0.09% 128
2017
Q1 		$286K Hold
5,505
– – 0.11% 120
2016
Q4 		$274K Sell
5,505
-970
-15% -$46.2K 0.11% 121
2016
Q3 		$321K Hold
6,475
– – 0.13% 103
2016
Q2 		$322K Hold
6,475
– – 0.14% 101
2016
Q1 		$262K Sell
6,475
-360
-5% -$12.5K 0.12% 106
2015
Q4 		$274K Hold
6,835
– – 0.13% 99
2015
Q3 		$306K Hold
6,835
– – 0.16% 88
2015
Q2 		$406K Buy
6,835
+1,970
+40% +$125K 0.21% 77
2015
Q1 		$295K Sell
4,865
-970
-17% -$58.7K 0.15% 95
2014
Q4 		$337K Buy
+5,835
New +$347K 0.18% 84

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return