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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Asset Management's NS Position: Q3 2017 in Review

Peak Asset Management sold out of NuStar Energy L.P. (NS) in Q3 2017, closing a stake of 5,035 shares — an estimated $235K sold.

Peak Asset Management first reported a position in NS in Q4 2014 and held it in 11 quarters. The position peaked at $406K in Q2 2015. 185 funds tracked by Wall St. Rank hold NS as of Q3 2017.

Peak Asset Management reported no remaining NuStar Energy L.P. position as of Q3 2017 after selling out during the quarter.
Peak Asset Management sold 5,035 NuStar Energy L.P. shares in Q3 2017, an estimated $235K.
Peak Asset Management first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 11 quarters.
Peak Asset Management's NuStar Energy L.P. position peaked at $406K in Q2 2015.
185 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2017.

Based on Peak Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.