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

Summit Financial’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
2020 Q2	–	Sell	-12,313	Closed	-$106K	–	47
2020 Q1	$106K	Sell	12,313 -8,130	-40%	-$177K	0.02%	40
2019 Q4	$528K	Buy	+20,443	New	+$569K	0.09%	30

Other funds holding NS

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Summit Financial's NS Position: Q2 2020 in Review

Summit Financial sold out of NuStar Energy L.P. (NS) in Q2 2020, closing a stake of 12,313 shares — an estimated $106K sold.

Summit Financial first reported a position in NS in Q4 2019 and held it in 2 quarters. The position peaked at $528K in Q4 2019. 154 funds tracked by Wall St. Rank hold NS as of Q2 2020.

Summit Financial reported no remaining NuStar Energy L.P. position as of Q2 2020 after selling out during the quarter.
Summit Financial sold 12,313 NuStar Energy L.P. shares in Q2 2020, an estimated $106K.
Summit Financial first reported a position in NuStar Energy L.P. in Q4 2019 and held it in 2 quarters.
Summit Financial's NuStar Energy L.P. position peaked at $528K in Q4 2019.
154 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2020.

Based on Summit Financial's 13F filing for Q2 2020, filed 12 Aug 2020.