SMFS
NS

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

Squar Milner 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
2019
Q3 		– Sell
-345
Closed -$9K – 763
2019
Q2 		$9K Buy
+345
New +$9.37K 0.01% 537
2019
Q1 		– Sell
-1,025
Closed -$26.5K – 856
2018
Q4 		$21K Buy
+1,025
New +$25.1K 0.02% 386

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Squar Milner Financial Services's NS Position: Q3 2019 in Review

Squar Milner Financial Services sold out of NuStar Energy L.P. (NS) in Q3 2019, closing a stake of 345 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in NS in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 163 funds tracked by Wall St. Rank hold NS as of Q3 2019.

  • Squar Milner Financial Services reported no remaining NuStar Energy L.P. position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 345 NuStar Energy L.P. shares in Q3 2019, an estimated $9K.
  • Squar Milner Financial Services first reported a position in NuStar Energy L.P. in Q4 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's NuStar Energy L.P. position peaked at $21K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.