Seven Post Investment Office’s NuStar Energy L.P. NS Stock Holding History

Seven Post Investment Office’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
2019 Q4	–	Sell	-7,700	Closed	-$218K	–	29
2019 Q3	$218K	Hold	7,700	–	–	0.16%	24
2019 Q2	$209K	Hold	7,700	–	–	0.14%	20
2019 Q1	$207K	Buy	+7,700	New	+$199K	0.15%	20

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Seven Post Investment Office's NS Position: Q4 2019 in Review

Seven Post Investment Office sold out of NuStar Energy L.P. (NS) in Q4 2019, closing a stake of 7,700 shares — an estimated $218K sold.

Seven Post Investment Office first reported a position in NS in Q1 2019 and held it in 3 quarters. The position peaked at $218K in Q3 2019. 175 funds tracked by Wall St. Rank hold NS as of Q4 2019.

Seven Post Investment Office reported no remaining NuStar Energy L.P. position as of Q4 2019 after selling out during the quarter.
Seven Post Investment Office sold 7,700 NuStar Energy L.P. shares in Q4 2019, an estimated $218K.
Seven Post Investment Office first reported a position in NuStar Energy L.P. in Q1 2019 and held it in 3 quarters.
Seven Post Investment Office's NuStar Energy L.P. position peaked at $218K in Q3 2019.
175 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2019.

Based on Seven Post Investment Office's 13F filing for Q4 2019, filed 13 Feb 2020.