PGFC
NS

Peapack-Gladstone Financial Corp’s NuStar Energy L.P. NS Stock Holding History

Peapack-Gladstone Financial Corp’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
2024
Q2 		– Sell
-8,935
Closed -$208K – 719
2024
Q1 		$208K Buy
+8,935
New +$197K ﹤0.01% 651
2020
Q1 		– Sell
-8,860
Closed -$229K – 393
2019
Q4 		$229K Hold
8,860
– – 0.01% 330
2019
Q3 		$251K Buy
+8,860
New +$247K 0.01% 320
2015
Q3 		– Sell
-3,569
Closed -$212K – 331
2015
Q2 		$212K Hold
3,569
– – 0.01% 304
2015
Q1 		$217K Hold
3,569
– – 0.02% 307
2014
Q4 		$206K Hold
3,569
– – 0.01% 293
2014
Q3 		$235K Buy
+3,569
New +$231K 0.02% 274

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Peapack-Gladstone Financial Corp's NS Position: Q2 2024 in Review

Peapack-Gladstone Financial Corp sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 8,935 shares — an estimated $208K sold.

Peapack-Gladstone Financial Corp first reported a position in NS in Q3 2014 and held it in 7 quarters. The position peaked at $251K in Q3 2019. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Peapack-Gladstone Financial Corp reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 8,935 NuStar Energy L.P. shares in Q2 2024, an estimated $208K.
  • Peapack-Gladstone Financial Corp first reported a position in NuStar Energy L.P. in Q3 2014 and held it in 7 quarters.
  • Peapack-Gladstone Financial Corp's NuStar Energy L.P. position peaked at $251K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2024, filed 13 Aug 2024.