RIA
NS

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

Rushmore Investment 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
2013
Q2 		$278K Buy
+6,080
New +$300K 0.06% 177

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 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Rushmore Investment Advisors's NS Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in NuStar Energy L.P. (NS) in Q2 2013: 6,080 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings.

189 funds tracked by Wall St. Rank hold NS as of Q2 2013.

  • Rushmore Investment Advisors held 6,080 shares of NuStar Energy L.P. worth $278K as of Q2 2013.
  • NuStar Energy L.P. was a new Rushmore Investment Advisors position in Q2 2013.
  • NuStar Energy L.P. made up 0.06% of Rushmore Investment Advisors's portfolio in Q2 2013, its #177 holding.
  • 189 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.