Sowell Financial Services’s NuStar Energy L.P. NS Stock Holding History

Sowell Financial Services’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	-13,329	Closed	-$250K	–	2917
2021 Q1	$250K	Hold	13,329	–	–	0.01%	926
2020 Q4	$192K	Hold	13,329	–	–	0.01%	867
2020 Q3	$142K	Buy	+13,329	New	+$178K	0.01%	853

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

Sowell Financial Services's NS Position: Q2 2021 in Review

Sowell Financial Services sold out of NuStar Energy L.P. (NS) in Q2 2021, closing a stake of 13,329 shares — an estimated $250K sold.

Sowell Financial Services first reported a position in NS in Q3 2020 and held it in 3 quarters. The position peaked at $250K in Q1 2021. 138 funds tracked by Wall St. Rank hold NS as of Q2 2021.

Sowell Financial Services reported no remaining NuStar Energy L.P. position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 13,329 NuStar Energy L.P. shares in Q2 2021, an estimated $250K.
Sowell Financial Services first reported a position in NuStar Energy L.P. in Q3 2020 and held it in 3 quarters.
Sowell Financial Services's NuStar Energy L.P. position peaked at $250K in Q1 2021.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.