RCYC
NS

Richard C. Young & Co’s NuStar Energy L.P. NS Stock Holding History

Richard C. Young & Co’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
Q4 		– Sell
-38,351
Closed -$1.56M – 68
2017
Q3 		$1.56M Sell
38,351
-829
-2% -$35.1K 0.29% 54
2017
Q2 		$1.83M Sell
39,180
-15,500
-28% -$725K 0.36% 54
2017
Q1 		$2.84M Buy
54,680
+716
+1% +$37.7K 0.56% 49
2016
Q4 		$2.69M Sell
53,964
-588
-1% -$28K 0.57% 46
2016
Q3 		$2.71M Sell
54,552
-559
-1% -$26.9K 0.58% 46
2016
Q2 		$2.75M Buy
55,111
+681
+1% +$32.6K 0.61% 45
2016
Q1 		$2.2M Sell
54,430
-442
-0.8% -$15.4K 0.49% 49
2015
Q4 		$2.2M Sell
54,872
-11,661
-18% -$503K 0.5% 52
2015
Q3 		$2.98M Sell
66,533
-7,564
-10% -$400K 0.74% 48
2015
Q2 		$4.4M Sell
74,097
-11,027
-13% -$697K 0.99% 44
2015
Q1 		$5.17M Buy
85,124
+1,752
+2% +$106K 1.13% 39
2014
Q4 		$4.82M Buy
83,372
+1,735
+2% +$103K 1.02% 41
2014
Q3 		$5.38M Buy
81,637
+1,468
+2% +$95.2K 1.15% 39
2014
Q2 		$4.97M Buy
80,169
+2,302
+3% +$134K 1.01% 42
2014
Q1 		$4.28M Buy
77,867
+6,634
+9% +$340K 0.91% 41
2013
Q4 		$3.63M Buy
71,233
+630
+0.9% +$29.2K 0.79% 45
2013
Q3 		$2.83M Buy
70,603
+4,513
+7% +$192K 0.64% 47
2013
Q2 		$3.02M Buy
+66,090
New +$3.26M 0.75% 45

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Richard C. Young & Co's NS Position: Q4 2017 in Review

Richard C. Young & Co sold out of NuStar Energy L.P. (NS) in Q4 2017, closing a stake of 38,351 shares — an estimated $1.56M sold.

Richard C. Young & Co first reported a position in NS in Q2 2013 and held it in 18 quarters. The position peaked at $5.38M in Q3 2014. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

  • Richard C. Young & Co reported no remaining NuStar Energy L.P. position as of Q4 2017 after selling out during the quarter.
  • Richard C. Young & Co sold 38,351 NuStar Energy L.P. shares in Q4 2017, an estimated $1.56M.
  • Richard C. Young & Co first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 18 quarters.
  • Richard C. Young & Co's NuStar Energy L.P. position peaked at $5.38M in Q3 2014.
  • 182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Richard C. Young & Co's 13F filing for Q4 2017, filed 13 Feb 2018.