Probity Advisors’s NuStar Energy L.P. NS Stock Holding History

Probity 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
2017 Q2	–	Sell	-3,941	Closed	-$205K	–	143
2017 Q1	$205K	Sell	3,941 -636	-14%	-$33.5K	0.08%	135
2016 Q4	$228K	Sell	4,577 -672	-13%	-$32K	0.1%	130
2016 Q3	$260K	Buy	5,249 +395	+8%	+$19K	0.11%	121
2016 Q2	$242K	Buy	+4,854	New	+$232K	0.11%	122

Other funds holding NS

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

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

HFA

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

TCA

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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

Probity Advisors's NS Position: Q2 2017 in Review

Probity Advisors sold out of NuStar Energy L.P. (NS) in Q2 2017, closing a stake of 3,941 shares — an estimated $205K sold.

Probity Advisors first reported a position in NS in Q2 2016 and held it in 4 quarters. The position peaked at $260K in Q3 2016. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

Probity Advisors reported no remaining NuStar Energy L.P. position as of Q2 2017 after selling out during the quarter.
Probity Advisors sold 3,941 NuStar Energy L.P. shares in Q2 2017, an estimated $205K.
Probity Advisors first reported a position in NuStar Energy L.P. in Q2 2016 and held it in 4 quarters.
Probity Advisors's NuStar Energy L.P. position peaked at $260K in Q3 2016.
195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on Probity Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.