Sandy Spring Bank’s NuStar Energy L.P. NS Stock Holding History

Sandy Spring Bank’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
2016 Q4	–	Sell	-436	Closed	-$22K	–	890
2016 Q3	$22K	Sell	436 -250	-36%	-$12K	﹤0.01%	543
2016 Q2	$34K	Sell	686 -250	-27%	-$12K	﹤0.01%	500
2016 Q1	$38K	Buy	+936	New	+$32.6K	﹤0.01%	486
2015 Q2	–	Sell	-7,850	Closed	-$476K	–	1006
2015 Q1	$476K	Hold	7,850	–	–	0.06%	219
2014 Q4	$453K	Hold	7,850	–	–	0.05%	212
2014 Q3	$518K	Hold	7,850	–	–	0.06%	208
2014 Q2	$487K	Hold	7,850	–	–	0.06%	213
2014 Q1	$431K	Hold	7,850	–	–	0.07%	210
2013 Q4	$400K	Hold	7,850	–	–	0.06%	213
2013 Q3	$315K	Hold	7,850	–	–	0.05%	216
2013 Q2	$358K	Buy	+7,850	New	+$387K	0.06%	203

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

HFA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sandy Spring Bank's NS Position: Q4 2016 in Review

Sandy Spring Bank sold out of NuStar Energy L.P. (NS) in Q4 2016, closing a stake of 436 shares — an estimated $22K sold.

Sandy Spring Bank first reported a position in NS in Q2 2013 and held it in 11 quarters. The position peaked at $518K in Q3 2014. 199 funds tracked by Wall St. Rank hold NS as of Q4 2016.

Sandy Spring Bank reported no remaining NuStar Energy L.P. position as of Q4 2016 after selling out during the quarter.
Sandy Spring Bank sold 436 NuStar Energy L.P. shares in Q4 2016, an estimated $22K.
Sandy Spring Bank first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 11 quarters.
Sandy Spring Bank's NuStar Energy L.P. position peaked at $518K in Q3 2014.
199 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2016.

Based on Sandy Spring Bank's 13F filing for Q4 2016, filed 6 Feb 2017.