SGK
NS

Steigerwald Gordon & Koch’s NuStar Energy L.P. NS Stock Holding History

Steigerwald Gordon & Koch’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
2014
Q4 		– Sell
-3,252
Closed -$214K – 55
2014
Q3 		$214K Hold
3,252
– – 0.11% 46
2014
Q2 		$202K Buy
+3,252
New +$189K 0.11% 44

Other funds holding NS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Steigerwald Gordon & Koch's NS Position: Q4 2014 in Review

Steigerwald Gordon & Koch sold out of NuStar Energy L.P. (NS) in Q4 2014, closing a stake of 3,252 shares — an estimated $214K sold.

Steigerwald Gordon & Koch first reported a position in NS in Q2 2014 and held it in 2 quarters. The position peaked at $214K in Q3 2014. 204 funds tracked by Wall St. Rank hold NS as of Q4 2014.

  • Steigerwald Gordon & Koch reported no remaining NuStar Energy L.P. position as of Q4 2014 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 3,252 NuStar Energy L.P. shares in Q4 2014, an estimated $214K.
  • Steigerwald Gordon & Koch first reported a position in NuStar Energy L.P. in Q2 2014 and held it in 2 quarters.
  • Steigerwald Gordon & Koch's NuStar Energy L.P. position peaked at $214K in Q3 2014.
  • 204 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2014.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2014, filed 13 Sep 2018.