Polaris Wealth Advisory Group’s NuStar Energy L.P. NS Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-2,215	Closed	-$62K	–	490
2018 Q3	$62K	Buy	+2,215	New	+$58.7K	﹤0.01%	237
2018 Q2	–	Sell	-2,215	Closed	-$45K	–	444
2018 Q1	$45K	Buy	+2,215	New	+$59.3K	﹤0.01%	228

Other funds holding NS

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

TCA

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

Polaris Wealth Advisory Group's NS Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 2,215 shares — an estimated $62K sold.

Polaris Wealth Advisory Group first reported a position in NS in Q1 2018 and held it in 2 quarters. The position peaked at $62K in Q3 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,215 NuStar Energy L.P. shares in Q4 2018, an estimated $62K.
Polaris Wealth Advisory Group first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's NuStar Energy L.P. position peaked at $62K in Q3 2018.
169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.