WAM
NS

Wealthspire Advisors (Maryland)’s NuStar Energy L.P. NS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-550
Closed -$15K – 2181
2019
Q1 		$15K Hold
550
– – ﹤0.01% 1392
2018
Q4 		$12K Hold
550
– – ﹤0.01% 1409
2018
Q3 		$15K Buy
+550
New +$14.6K ﹤0.01% 1414
2017
Q4 		– Sell
-39
Closed -$2K – 2584
2017
Q3 		$2K Hold
39
– – ﹤0.01% 2026
2017
Q2 		$2K Buy
+39
New +$1.82K ﹤0.01% 2024

Other funds holding NS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NuStar Energy L.P. (NS) in Q2 2019, closing a stake of 550 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in NS in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q1 2019. 160 funds tracked by Wall St. Rank hold NS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NuStar Energy L.P. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 550 NuStar Energy L.P. shares in Q2 2019, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in NuStar Energy L.P. in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s NuStar Energy L.P. position peaked at $15K in Q1 2019.
  • 160 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.