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

Valeo 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
2021 Q2	–	Sell	-500	Closed	-$9K	–	1946
2021 Q1	$9K	Hold	500	–	–	﹤0.01%	1402
2020 Q4	$7K	Hold	500	–	–	﹤0.01%	1302
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	1273
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	1424
2020 Q1	$5K	Hold	500	–	–	﹤0.01%	1325
2019 Q4	$13K	Hold	500	–	–	﹤0.01%	1041
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	951
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	947
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	909
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	895
2018 Q3	$12K	Hold	500	–	–	﹤0.01%	928
2018 Q2	$14K	Hold	500	–	–	﹤0.01%	870
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	934
2017 Q4	$15K	Hold	500	–	–	﹤0.01%	740
2017 Q3	$20K	Buy	+500	New	+$21.1K	﹤0.01%	557

Other funds holding NS

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

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

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Valeo Financial Advisors's NS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NuStar Energy L.P. (NS) in Q2 2021, closing a stake of 500 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in NS in Q3 2017 and held it in 15 quarters. The position peaked at $20K in Q3 2017. 139 funds tracked by Wall St. Rank hold NS as of Q2 2021.

Valeo Financial Advisors reported no remaining NuStar Energy L.P. position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 500 NuStar Energy L.P. shares in Q2 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in NuStar Energy L.P. in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's NuStar Energy L.P. position peaked at $20K in Q3 2017.
139 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.