RFS
NS

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

Rockefeller 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
2017
Q4 		$565K Hold
18,850
– – 0.01% 276
2017
Q3 		$765K Buy
+18,850
New +$797K 0.01% 233

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

Rockefeller Financial Services's NS Position: Q4 2017 in Review

Rockefeller Financial Services held its NuStar Energy L.P. (NS) position steady in Q4 2017 at 18,850 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #276.

Rockefeller Financial Services first reported a position in NS in Q3 2017 and has held it in 2 quarters since. The position peaked at $765K in Q3 2017. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

  • Rockefeller Financial Services held 18,850 shares of NuStar Energy L.P. worth $565K as of Q4 2017.
  • Rockefeller Financial Services left its NuStar Energy L.P. share count unchanged in Q4 2017.
  • NuStar Energy L.P. made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #276 holding.
  • Rockefeller Financial Services first reported a position in NuStar Energy L.P. in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's NuStar Energy L.P. position peaked at $765K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.