Spirit of America Management Corp’s NuStar Energy L.P. NS Stock Holding History

Spirit of America Management 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	-210,701	Closed	-$8.55M	–	279
2017 Q3	$8.55M	Hold	210,701	–	–	0.91%	36
2017 Q2	$9.82M	Hold	210,701	–	–	1.06%	32
2017 Q1	$11M	Hold	210,701	–	–	1.16%	33
2016 Q4	$10.5M	Buy	210,701 +16,500	+8%	+$786K	1.22%	30
2016 Q3	$9.63M	Hold	194,201	–	–	1.25%	26
2016 Q2	$9.67M	Buy	194,201 +127,930	+193%	+$6.12M	1.42%	22
2016 Q1	$2.68M	Hold	66,271	–	–	0.48%	56
2015 Q4	$2.66M	Hold	66,271	–	–	0.51%	54
2015 Q3	$2.97M	Hold	66,271	–	–	0.62%	45
2015 Q2	$3.93M	Hold	66,271	–	–	0.76%	37
2015 Q1	$4.02M	Buy	66,271 +48,600	+275%	+$2.94M	0.85%	33
2014 Q4	$1.02M	Buy	17,671 +3,221	+22%	+$191K	0.26%	107
2014 Q3	$953K	Buy	+14,450	New	+$937K	0.29%	100

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $1.81T AUM 41.13% 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

Spirit of America Management Corp's NS Position: Q4 2017 in Review

Spirit of America Management Corp sold out of NuStar Energy L.P. (NS) in Q4 2017, closing a stake of 210,701 shares — an estimated $8.55M sold.

Spirit of America Management Corp first reported a position in NS in Q3 2014 and held it in 13 quarters. The position peaked at $11M in Q1 2017. 182 funds tracked by Wall St. Rank hold NS as of Q4 2017.

Spirit of America Management Corp reported no remaining NuStar Energy L.P. position as of Q4 2017 after selling out during the quarter.
Spirit of America Management Corp sold 210,701 NuStar Energy L.P. shares in Q4 2017, an estimated $8.55M.
Spirit of America Management Corp first reported a position in NuStar Energy L.P. in Q3 2014 and held it in 13 quarters.
Spirit of America Management Corp's NuStar Energy L.P. position peaked at $11M in Q1 2017.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2017.

Based on Spirit of America Management Corp's 13F filing for Q4 2017, filed 17 Jan 2018.