Well Done LLC’s NuStar Energy L.P. NS Stock Holding History

Well Done LLC’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 Q1	–	Sell	-300	Closed	-$6K	–	683
2018 Q4	$6K	Buy	+300	New	+$7.34K	﹤0.01%	564
2018 Q2	–	Sell	-300	Closed	-$6K	–	538
2018 Q1	$6K	Buy	+300	New	+$8.04K	﹤0.01%	531

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

TCA

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Well Done LLC's NS Position: Q1 2019 in Review

Well Done LLC sold out of NuStar Energy L.P. (NS) in Q1 2019, closing a stake of 300 shares — an estimated $6K sold.

Well Done LLC first reported a position in NS in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 164 funds tracked by Wall St. Rank hold NS as of Q1 2019.

Well Done LLC reported no remaining NuStar Energy L.P. position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 300 NuStar Energy L.P. shares in Q1 2019, an estimated $6K.
Well Done LLC first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 2 quarters.
Well Done LLC's NuStar Energy L.P. position peaked at $6K in Q4 2018.
164 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.