SWP
NS

Stratos Wealth Partners’s NuStar Energy L.P. NS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,285
Closed -$36K – 2629
2018
Q3 		$36K Buy
+1,285
New +$34K ﹤0.01% 1617
2018
Q2 		– Sell
-975
Closed -$20K – 2713
2018
Q1 		$20K Buy
975
+100
+11% +$2.68K ﹤0.01% 2020
2017
Q4 		$26K Buy
+875
New +$28.4K ﹤0.01% 1820

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Stratos Wealth Partners's NS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 1,285 shares — an estimated $36K sold.

Stratos Wealth Partners first reported a position in NS in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,285 NuStar Energy L.P. shares in Q4 2018, an estimated $36K.
  • Stratos Wealth Partners first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's NuStar Energy L.P. position peaked at $36K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.