Waterloo Capital’s NuStar Energy L.P. NS Stock Holding History

Waterloo Capital’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
2024 Q1	–	Sell	-12,363	Closed	-$231K	–	406
2023 Q4	$231K	Buy	+12,363	New	+$221K	0.04%	338

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

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

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

TCA

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

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

ICA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Waterloo Capital's NS Position: Q1 2024 in Review

Waterloo Capital sold out of NuStar Energy L.P. (NS) in Q1 2024, closing a stake of 12,363 shares — an estimated $231K sold.

Waterloo Capital first reported a position in NS in Q4 2023 and held it in 1 quarter. The position peaked at $231K in Q4 2023. 149 funds tracked by Wall St. Rank hold NS as of Q1 2024.

Waterloo Capital reported no remaining NuStar Energy L.P. position as of Q1 2024 after selling out during the quarter.
Waterloo Capital sold 12,363 NuStar Energy L.P. shares in Q1 2024, an estimated $231K.
Waterloo Capital first reported a position in NuStar Energy L.P. in Q4 2023 and held it in 1 quarter.
Waterloo Capital's NuStar Energy L.P. position peaked at $231K in Q4 2023.
149 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2024.

Based on Waterloo Capital's 13F filing for Q1 2024, filed 14 May 2024.