Washington Trust’s NuStar Energy L.P. NS Stock Holding History

Washington Trust’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 Q1	–	Sell	-306	Closed	-$4K	–	1063
2020 Q4	$4K	Hold	306	–	–	﹤0.01%	824
2020 Q3	$3K	Hold	306	–	–	﹤0.01%	846
2020 Q2	$4K	Hold	306	–	–	﹤0.01%	734
2020 Q1	$3K	Buy	+306	New	+$6.66K	﹤0.01%	811
2018 Q3	–	Sell	-306	Closed	-$7K	–	865
2018 Q2	$7K	Buy	+306	New	+$6.91K	﹤0.01%	725

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Washington Trust's NS Position: Q1 2021 in Review

Washington Trust sold out of NuStar Energy L.P. (NS) in Q1 2021, closing a stake of 306 shares — an estimated $4K sold.

Washington Trust first reported a position in NS in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 157 funds tracked by Wall St. Rank hold NS as of Q1 2021.

Washington Trust reported no remaining NuStar Energy L.P. position as of Q1 2021 after selling out during the quarter.
Washington Trust sold 306 NuStar Energy L.P. shares in Q1 2021, an estimated $4K.
Washington Trust first reported a position in NuStar Energy L.P. in Q2 2018 and held it in 5 quarters.
Washington Trust's NuStar Energy L.P. position peaked at $7K in Q2 2018.
157 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2021.

Based on Washington Trust's 13F filing for Q1 2021, filed 28 Apr 2021.