Sonora Investment Management’s NuStar Energy L.P. NS Stock Holding History

Sonora Investment Management’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
2021 Q2	–	Sell	-200	Closed	-$3K	–	1085
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	1640
2020 Q4	$3K	Hold	200	–	–	﹤0.01%	1568
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	1660
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	1538
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	1509
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	1423
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	1360
2019 Q2	$5K	Buy	+200	New	+$5.43K	﹤0.01%	1394

Other funds holding NS

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonora Investment Management's NS Position: Q2 2021 in Review

Sonora Investment Management sold out of NuStar Energy L.P. (NS) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in NS in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2019. 138 funds tracked by Wall St. Rank hold NS as of Q2 2021.

Sonora Investment Management reported no remaining NuStar Energy L.P. position as of Q2 2021 after selling out during the quarter.
Sonora Investment Management sold 200 NuStar Energy L.P. shares in Q2 2021, an estimated $3K.
Sonora Investment Management first reported a position in NuStar Energy L.P. in Q2 2019 and held it in 8 quarters.
Sonora Investment Management's NuStar Energy L.P. position peaked at $6K in Q3 2019.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.