WealthPLAN Partners’s NuStar Energy L.P. NS Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-11	Closed	-$172	–	1412
2023 Q1	$172	Buy	+11	New	+$179	﹤0.01%	1281
2016 Q3	–	Sell	-100	Closed	-$4.98K	–	1084
2016 Q2	$4.98K	Buy	+100	New	+$4.78K	﹤0.01%	1991
2015 Q4	$4.09K	Buy	+2,100	New	+$90.7K	﹤0.01%	1376

Other funds holding NS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's NS Position: Q2 2023 in Review

WealthPLAN Partners sold out of NuStar Energy L.P. (NS) in Q2 2023, closing a stake of 11 shares — an estimated $172 sold.

WealthPLAN Partners first reported a position in NS in Q4 2015 and held it in 3 quarters. The position peaked at $4.98K in Q2 2016. 132 funds tracked by Wall St. Rank hold NS as of Q2 2023.

WealthPLAN Partners reported no remaining NuStar Energy L.P. position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 11 NuStar Energy L.P. shares in Q2 2023, an estimated $172.
WealthPLAN Partners first reported a position in NuStar Energy L.P. in Q4 2015 and held it in 3 quarters.
WealthPLAN Partners's NuStar Energy L.P. position peaked at $4.98K in Q2 2016.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.