Plante Moran Financial Advisors’s NuStar Energy L.P. NS Stock Holding History

Plante Moran Financial Advisors’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
2021 Q1	–	Sell	-1,000	Closed	-$14K	–	1151
2020 Q4	$14K	Buy	+1,000	New	+$12.8K	﹤0.01%	585
2018 Q4	–	Sell	-1,275	Closed	-$35K	–	980
2018 Q3	$35K	Hold	1,275	–	–	0.01%	363
2018 Q2	$29K	Hold	1,275	–	–	0.01%	429
2018 Q1	$26K	Hold	1,275	–	–	0.01%	464
2017 Q4	$38K	Hold	1,275	–	–	0.02%	399
2017 Q3	$52K	Hold	1,275	–	–	0.03%	299
2017 Q2	$59K	Hold	1,275	–	–	0.04%	277
2017 Q1	$66K	Hold	1,275	–	–	0.04%	268
2016 Q4	$63K	Buy	+1,275	New	+$60.7K	0.04%	286
2015 Q3	–	Sell	-1,360	Closed	-$81K	–	761
2015 Q2	$81K	Buy	+1,360	New	+$86K	0.06%	220

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Plante Moran Financial Advisors's NS Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of NuStar Energy L.P. (NS) in Q1 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in NS in Q2 2015 and held it in 10 quarters. The position peaked at $81K in Q2 2015. 157 funds tracked by Wall St. Rank hold NS as of Q1 2021.

Plante Moran Financial Advisors reported no remaining NuStar Energy L.P. position as of Q1 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,000 NuStar Energy L.P. shares in Q1 2021, an estimated $14K.
Plante Moran Financial Advisors first reported a position in NuStar Energy L.P. in Q2 2015 and held it in 10 quarters.
Plante Moran Financial Advisors's NuStar Energy L.P. position peaked at $81K in Q2 2015.
157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.