United Capital Financial Advisors’s NuStar Energy L.P. NS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,801
| Closed | -$264K | – | 1377 |
|
|
2017
Q4 | $264K | Buy |
8,801
+402
| +5% | +$12.1K | ﹤0.01% | 1157 |
|
|
2017
Q3 | $341K | Sell |
8,399
-211
| -2% | -$8.57K | ﹤0.01% | 1070 |
|
|
2017
Q2 | $401K | Sell |
8,610
-5,129
| -37% | -$239K | ﹤0.01% | 985 |
|
|
2017
Q1 | $714K | Sell |
13,739
-5,791
| -30% | -$301K | 0.01% | 830 |
|
|
2016
Q4 | $973K | Sell |
19,530
-558
| -3% | -$27.8K | 0.01% | 760 |
|
|
2016
Q3 | $996K | Buy |
20,088
+5,329
| +36% | +$264K | 0.01% | 773 |
|
|
2016
Q2 | $738K | Buy |
14,759
+4,038
| +38% | +$202K | 0.01% | 822 |
|
|
2016
Q1 | $433K | Buy |
10,721
+311
| +3% | +$12.6K | ﹤0.01% | 917 |
|
|
2015
Q4 | $417K | Sell |
10,410
-1,303
| -11% | -$52.2K | ﹤0.01% | 928 |
|
|
2015
Q3 | $525K | Sell |
11,713
-1,639
| -12% | -$73.5K | 0.01% | 879 |
|
|
2015
Q2 | $792K | Buy |
13,352
+813
| +6% | +$48.2K | 0.01% | 773 |
|
|
2015
Q1 | $842K | Buy |
+12,539
| New | +$842K | 0.01% | 765 |
|