PFS
NS

Prospera Financial Services’s NuStar Energy L.P. NS Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-1,111
Closed -$16K – 2710
2022
Q1 		$16K Buy
+1,111
New +$17.9K ﹤0.01% 1849
2018
Q4 		– Sell
-9,428
Closed -$216K – 449
2018
Q3 		$216K Buy
+9,428
New +$250K 0.04% 380
2018
Q2 		– Sell
-9,928
Closed -$202K – 479
2018
Q1 		$202K Sell
9,928
-3,337
-25% -$89.4K 0.03% 418
2017
Q4 		$398K Sell
13,265
-9,020
-40% -$292K 0.06% 260
2017
Q3 		$904K Sell
22,285
-400
-2% -$16.9K 0.14% 140
2017
Q2 		$1.06M Sell
22,685
-1,155
-5% -$54K 0.17% 122
2017
Q1 		$1.24M Sell
23,840
-100
-0.4% -$5.26K 0.22% 90
2016
Q4 		$1.2M Sell
23,940
-20,650
-46% -$984K 0.23% 84
2016
Q3 		$2.21M Buy
44,590
+75
+0.2% +$3.61K 0.44% 43
2016
Q2 		$2.22M Buy
44,515
+3,100
+7% +$148K 0.46% 43
2016
Q1 		$1.67M Buy
41,415
+1,630
+4% +$56.8K 0.37% 46
2015
Q4 		$1.59M Sell
39,785
-2,875
-7% -$124K 0.35% 43
2015
Q3 		$1.91M Buy
42,660
+4,867
+13% +$257K 0.48% 32
2015
Q2 		$2.24M Sell
37,793
-50
-0.1% -$3.16K 0.53% 40
2015
Q1 		$2.3M Buy
37,843
+903
+2% +$54.7K 0.51% 32
2014
Q4 		$2.13M Buy
36,940
+2,300
+7% +$137K 0.53% 34
2014
Q3 		$2.28M Sell
34,640
-400
-1% -$25.9K 0.62% 30
2014
Q2 		$2.17M Buy
35,040
+200
+0.6% +$11.6K 0.59% 37
2014
Q1 		$1.91M Sell
34,840
-150
-0.4% -$7.68K 0.6% 31
2013
Q4 		$1.78M Sell
34,990
-3,625
-9% -$168K 0.6% 37
2013
Q3 		$1.57M Sell
38,615
-9,700
-20% -$412K 0.6% 40
2013
Q2 		$2.24M Buy
+48,315
New +$2.38M 1.04% 19

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prospera Financial Services's NS Position: Q2 2022 in Review

Prospera Financial Services sold out of NuStar Energy L.P. (NS) in Q2 2022, closing a stake of 1,111 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in NS in Q2 2013 and held it in 22 quarters. The position peaked at $2.3M in Q1 2015. 138 funds tracked by Wall St. Rank hold NS as of Q2 2022.

  • Prospera Financial Services reported no remaining NuStar Energy L.P. position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,111 NuStar Energy L.P. shares in Q2 2022, an estimated $16K.
  • Prospera Financial Services first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 22 quarters.
  • Prospera Financial Services's NuStar Energy L.P. position peaked at $2.3M in Q1 2015.
  • 138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.