Sigma Planning Corp’s NuStar Energy L.P. NS Stock Holding History

Sigma Planning Corp’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	-4,928	Closed	-$200K	–	907
2017 Q3	$200K	Buy	4,928 +98	+2%	+$4.14K	0.02%	775
2017 Q2	$225K	Buy	4,830 +868	+22%	+$40.6K	0.02%	664
2017 Q1	$206K	Buy	+3,962	New	+$208K	0.02%	694
2016 Q3	–	Sell	-4,325	Closed	-$215K	–	784
2016 Q2	$215K	Buy	+4,325	New	+$207K	0.03%	591
2016 Q1	–	Sell	-5,241	Closed	-$210K	–	784
2015 Q4	$210K	Buy	+5,241	New	+$226K	0.03%	591

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 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

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

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

Sigma Planning Corp's NS Position: Q4 2017 in Review

Sigma Planning Corp sold out of NuStar Energy L.P. (NS) in Q4 2017, closing a stake of 4,928 shares — an estimated $200K sold.

Sigma Planning Corp first reported a position in NS in Q4 2015 and held it in 5 quarters. The position peaked at $225K in Q2 2017. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

Sigma Planning Corp reported no remaining NuStar Energy L.P. position as of Q4 2017 after selling out during the quarter.
Sigma Planning Corp sold 4,928 NuStar Energy L.P. shares in Q4 2017, an estimated $200K.
Sigma Planning Corp first reported a position in NuStar Energy L.P. in Q4 2015 and held it in 5 quarters.
Sigma Planning Corp's NuStar Energy L.P. position peaked at $225K in Q2 2017.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Sigma Planning Corp's 13F filing for Q4 2017, filed 7 Feb 2018.