People's United Financial’s NuStar Energy L.P. NS Stock Holding History

People's United Financial’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	-1,400	Closed	-$65K	–	958
2017 Q2	$65K	Hold	1,400	–	–	﹤0.01%	714
2017 Q1	$73K	Hold	1,400	–	–	﹤0.01%	695
2016 Q4	$70K	Buy	1,400 +475	+51%	+$22.6K	﹤0.01%	671
2016 Q3	$46K	Hold	925	–	–	﹤0.01%	580
2016 Q2	$46K	Hold	925	–	–	﹤0.01%	569
2016 Q1	$37K	Hold	925	–	–	﹤0.01%	602
2015 Q4	$37K	Hold	925	–	–	﹤0.01%	610
2015 Q3	$41K	Hold	925	–	–	﹤0.01%	585
2015 Q2	$55K	Hold	925	–	–	﹤0.01%	555
2015 Q1	$56K	Hold	925	–	–	﹤0.01%	545
2014 Q4	$53K	Hold	925	–	–	﹤0.01%	552
2014 Q3	$61K	Hold	925	–	–	﹤0.01%	534
2014 Q2	$57K	Hold	925	–	–	﹤0.01%	548
2014 Q1	$51K	Hold	925	–	–	﹤0.01%	522
2013 Q4	$47K	Hold	925	–	–	﹤0.01%	527
2013 Q3	$37K	Hold	925	–	–	﹤0.01%	548
2013 Q2	$42K	Buy	+925	New	+$45.6K	﹤0.01%	511

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 17.47% 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 $9.6B AUM 19.53% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

People's United Financial's NS Position: Q3 2017 in Review

People's United Financial sold out of NuStar Energy L.P. (NS) in Q3 2017, closing a stake of 1,400 shares — an estimated $65K sold.

People's United Financial first reported a position in NS in Q2 2013 and held it in 17 quarters. The position peaked at $73K in Q1 2017. 185 funds tracked by Wall St. Rank hold NS as of Q3 2017.

People's United Financial reported no remaining NuStar Energy L.P. position as of Q3 2017 after selling out during the quarter.
People's United Financial sold 1,400 NuStar Energy L.P. shares in Q3 2017, an estimated $65K.
People's United Financial first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 17 quarters.
People's United Financial's NuStar Energy L.P. position peaked at $73K in Q1 2017.
185 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.