United Asset Strategies’s NuStar Energy L.P. NS Stock Holding History

United Asset Strategies’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
2015 Q3	–	Sell	-3,569	Closed	-$212K	–	140
2015 Q2	$212K	Hold	3,569	–	–	0.09%	122
2015 Q1	$240K	Hold	3,569	–	–	0.11%	107
2014 Q4	$206K	Hold	3,569	–	–	0.09%	122
2014 Q3	$235K	Hold	3,569	–	–	0.11%	118
2014 Q2	$221K	Buy	+3,569	New	+$207K	0.11%	108

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

HFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

TCA

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

United Asset Strategies's NS Position: Q3 2015 in Review

United Asset Strategies sold out of NuStar Energy L.P. (NS) in Q3 2015, closing a stake of 3,569 shares — an estimated $212K sold.

United Asset Strategies first reported a position in NS in Q2 2014 and held it in 5 quarters. The position peaked at $240K in Q1 2015. 209 funds tracked by Wall St. Rank hold NS as of Q3 2015.

United Asset Strategies reported no remaining NuStar Energy L.P. position as of Q3 2015 after selling out during the quarter.
United Asset Strategies sold 3,569 NuStar Energy L.P. shares in Q3 2015, an estimated $212K.
United Asset Strategies first reported a position in NuStar Energy L.P. in Q2 2014 and held it in 5 quarters.
United Asset Strategies's NuStar Energy L.P. position peaked at $240K in Q1 2015.
209 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2015.

Based on United Asset Strategies's 13F filing for Q3 2015, filed 4 Nov 2015.