UCFA
NS

United Capital Financial Advisors’s NuStar Energy L.P. NS Stock Holding History

United Capital Financial Advisors’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
2018
Q1 		– Sell
-8,801
Closed -$264K – 1377
2017
Q4 		$264K Buy
8,801
+402
+5% +$13K ﹤0.01% 1157
2017
Q3 		$341K Sell
8,399
-211
-2% -$8.93K ﹤0.01% 1070
2017
Q2 		$401K Sell
8,610
-5,129
-37% -$240K ﹤0.01% 985
2017
Q1 		$714K Sell
13,739
-5,791
-30% -$305K 0.01% 830
2016
Q4 		$973K Sell
19,530
-558
-3% -$26.6K 0.01% 760
2016
Q3 		$996K Buy
20,088
+5,329
+36% +$257K 0.01% 773
2016
Q2 		$738K Buy
14,759
+4,038
+38% +$193K 0.01% 822
2016
Q1 		$433K Buy
10,721
+311
+3% +$10.8K ﹤0.01% 917
2015
Q4 		$417K Sell
10,410
-1,303
-11% -$56.3K ﹤0.01% 928
2015
Q3 		$525K Sell
11,713
-1,639
-12% -$86.6K 0.01% 879
2015
Q2 		$792K Buy
13,352
+813
+6% +$51.4K 0.01% 773
2015
Q1 		$842K Buy
+12,539
New +$759K 0.01% 765

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

United Capital Financial Advisors's NS Position: Q1 2018 in Review

United Capital Financial Advisors sold out of NuStar Energy L.P. (NS) in Q1 2018, closing a stake of 8,801 shares — an estimated $264K sold.

United Capital Financial Advisors first reported a position in NS in Q1 2015 and held it in 12 quarters. The position peaked at $996K in Q3 2016. 157 funds tracked by Wall St. Rank hold NS as of Q1 2018.

  • United Capital Financial Advisors reported no remaining NuStar Energy L.P. position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,801 NuStar Energy L.P. shares in Q1 2018, an estimated $264K.
  • United Capital Financial Advisors first reported a position in NuStar Energy L.P. in Q1 2015 and held it in 12 quarters.
  • United Capital Financial Advisors's NuStar Energy L.P. position peaked at $996K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.