WAM
NSH

Wealthspire Advisors (Maryland)’s NuStar GP Holdings LLC NSH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NSH Stock Details NSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$12K – 2615
2018
Q2 		$12K Hold
1,000
– – ﹤0.01% 1482
2018
Q1 		$12K Buy
+1,000
New +$14.2K ﹤0.01% 1509

Other funds holding NSH

LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NSH Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of NuStar GP Holdings LLC (NSH) in Q3 2018, closing a stake of 1,000 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in NSH in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 2 funds tracked by Wall St. Rank hold NSH as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining NuStar GP Holdings LLC position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 NuStar GP Holdings LLC shares in Q3 2018, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in NuStar GP Holdings LLC in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s NuStar GP Holdings LLC position peaked at $12K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held NuStar GP Holdings LLC as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.