Telemus Capital’s NuStar Energy L.P. NS Stock Holding History

Telemus Capital’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 Q2	–	Sell	-10,000	Closed	-$269K	–	436
2019 Q1	$269K	Hold	10,000	–	–	0.02%	355
2018 Q4	$209K	Hold	10,000	–	–	0.02%	383
2018 Q3	$278K	Hold	10,000	–	–	0.02%	376
2018 Q2	$227K	Hold	10,000	–	–	0.02%	401
2018 Q1	$204K	Sell	10,000 -5,000	-33%	-$134K	0.02%	401
2017 Q4	$449K	Hold	15,000	–	–	0.03%	306
2017 Q3	$609K	Buy	+15,000	New	+$634K	0.07%	183

Other funds holding NS

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TCA

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Telemus Capital's NS Position: Q2 2019 in Review

Telemus Capital sold out of NuStar Energy L.P. (NS) in Q2 2019, closing a stake of 10,000 shares — an estimated $269K sold.

Telemus Capital first reported a position in NS in Q3 2017 and held it in 7 quarters. The position peaked at $609K in Q3 2017. 160 funds tracked by Wall St. Rank hold NS as of Q2 2019.

Telemus Capital reported no remaining NuStar Energy L.P. position as of Q2 2019 after selling out during the quarter.
Telemus Capital sold 10,000 NuStar Energy L.P. shares in Q2 2019, an estimated $269K.
Telemus Capital first reported a position in NuStar Energy L.P. in Q3 2017 and held it in 7 quarters.
Telemus Capital's NuStar Energy L.P. position peaked at $609K in Q3 2017.
160 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2019.

Based on Telemus Capital's 13F filing for Q2 2019, filed 9 Aug 2019.