WA
NS

WealthTrust Axiom’s NuStar Energy L.P. NS Stock Holding History

WealthTrust Axiom’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
2015
Q4 		– Sell
-5,194
Closed -$232K – 227
2015
Q3 		$232K Buy
5,194
+1,023
+25% +$54.1K 0.1% 163
2015
Q2 		$247K Hold
4,171
– – 0.09% 175
2015
Q1 		$253K Hold
4,171
– – 0.09% 173
2014
Q4 		$240K Sell
4,171
-550
-12% -$32.7K 0.09% 177
2014
Q3 		$311K Sell
4,721
-5,200
-52% -$337K 0.11% 142
2014
Q2 		$615K Sell
9,921
-6,250
-39% -$363K 0.21% 92
2014
Q1 		$888K Sell
16,171
-100
-0.6% -$5.12K 0.32% 68
2013
Q4 		$829K Buy
16,271
+100
+0.6% +$4.64K 0.32% 69
2013
Q3 		$648K Buy
16,171
+7,800
+93% +$331K 0.27% 77
2013
Q2 		$382K Buy
+8,371
New +$413K 0.16% 101

Other funds holding NS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return