West Family Investments’s NuStar Energy L.P. NS Stock Holding History

West Family Investments’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
2021 Q2	–	Sell	-230,456	Closed	-$3.94M	–	388
2021 Q1	$3.94M	Hold	230,456	–	–	1.43%	16
2020 Q4	$3.32K	Hold	230,456	–	–	1.01%	25
2020 Q3	$2.45M	Buy	230,456 +50,000	+28%	+$669K	0.92%	30
2020 Q2	$4.67M	Sell	180,456 -75,000	-29%	-$998K	1.13%	29
2020 Q1	$2.19M	Buy	255,456 +75,000	+42%	+$1.63M	0.87%	35
2019 Q4	$4.67M	Buy	180,456 +75,050	+71%	+$2.09M	1.13%	29
2019 Q3	$2.98M	Hold	105,406	–	–	0.74%	36
2019 Q2	$2.86M	Hold	105,406	–	–	0.72%	36
2019 Q1	$2.83M	Hold	105,406	–	–	0.71%	38
2018 Q4	$2.21M	Hold	105,406	–	–	0.57%	41
2018 Q3	$2.93M	Hold	105,406	–	–	0.69%	39
2018 Q2	$2.39M	Buy	105,406 +14,000	+15%	+$316K	0.59%	42
2018 Q1	$1.86M	Hold	91,406	–	–	0.49%	44
2017 Q4	$2.74M	Hold	91,406	–	–	0.7%	36
2017 Q3	$3.71K	Buy	91,406 +20,000	+28%	+$846K	0.45%	29
2017 Q2	$3.33M	Buy	71,406 +1,000	+1%	+$46.8K	0.73%	33
2017 Q1	$3.66M	Hold	70,406	–	–	0.7%	31
2016 Q4	$3.51M	Hold	70,406	–	–	0.62%	31
2016 Q3	$3.49M	Hold	70,406	–	–	0.65%	35
2016 Q2	$3.51M	Hold	70,406	–	–	0.64%	31
2016 Q1	$2.84M	Hold	70,406	–	–	0.47%	38
2015 Q4	$2.82M	Hold	70,406	–	–	0.72%	33
2015 Q3	$3.16M	Hold	70,406	–	–	0.65%	28
2015 Q2	$4.18M	Hold	70,406	–	–	0.89%	25
2015 Q1	$4.27M	Hold	70,406	–	–	0.88%	26
2014 Q4	$4.07M	Hold	70,406	–	–	0.8%	23
2014 Q3	$4.64M	Hold	70,406	–	–	0.97%	23
2014 Q2	$4.37M	Hold	70,406	–	–	0.9%	22
2014 Q1	$3.87M	Hold	70,406	–	–	0.85%	22
2013 Q4	$3.59M	Hold	70,406	–	–	0.83%	23
2013 Q3	$2.82M	Hold	70,406	–	–	0.72%	28
2013 Q2	$3.21M	Buy	+70,406	New	+$3.47M	0.85%	27

Other funds holding NS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

West Family Investments's NS Position: Q2 2021 in Review

West Family Investments sold out of NuStar Energy L.P. (NS) in Q2 2021, closing a stake of 230,456 shares — an estimated $3.94M sold.

West Family Investments first reported a position in NS in Q2 2013 and held it in 32 quarters. The position peaked at $4.67M in Q2 2020. 139 funds tracked by Wall St. Rank hold NS as of Q2 2021.

West Family Investments reported no remaining NuStar Energy L.P. position as of Q2 2021 after selling out during the quarter.
West Family Investments sold 230,456 NuStar Energy L.P. shares in Q2 2021, an estimated $3.94M.
West Family Investments first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 32 quarters.
West Family Investments's NuStar Energy L.P. position peaked at $4.67M in Q2 2020.
139 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.