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

Truist 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
2013 Q4	–	Sell	-9,750	Closed	-$391K	–	795
2013 Q3	$391K	Hold	9,750	–	–	0.01%	544
2013 Q2	$445K	Buy	+9,750	New	+$481K	0.02%	504

Other funds holding NS

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Truist Financial's NS Position: Q4 2013 in Review

Truist Financial sold out of NuStar Energy L.P. (NS) in Q4 2013, closing a stake of 9,750 shares — an estimated $391K sold.

Truist Financial first reported a position in NS in Q2 2013 and held it in 2 quarters. The position peaked at $445K in Q2 2013. 192 funds tracked by Wall St. Rank hold NS as of Q4 2013.

Truist Financial reported no remaining NuStar Energy L.P. position as of Q4 2013 after selling out during the quarter.
Truist Financial sold 9,750 NuStar Energy L.P. shares in Q4 2013, an estimated $391K.
Truist Financial first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 2 quarters.
Truist Financial's NuStar Energy L.P. position peaked at $445K in Q2 2013.
192 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2013.

Based on Truist Financial's 13F filing for Q4 2013, filed 27 Jan 2014.