WA
NS

WFG Advisors’s NuStar Energy L.P. NS Stock Holding History

WFG Advisors’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
2017
Q2 		$262K Buy
5,621
+1,245
+28% +$58.2K 0.06% 311
2017
Q1 		$227K Sell
4,376
-612
-12% -$32.2K 0.06% 307
2016
Q4 		$248K Sell
4,988
-716
-13% -$34.1K 0.06% 317
2016
Q3 		$283K Buy
5,704
+936
+20% +$45.1K 0.07% 281
2016
Q2 		$237K Buy
4,768
+2,000
+72% +$95.6K 0.06% 289
2016
Q1 		$112K Buy
2,768
+500
+22% +$17.4K 0.03% 446
2015
Q4 		$91K Hold
2,268
– – 0.03% 497
2015
Q3 		$102K Hold
2,268
– – 0.03% 465
2015
Q2 		$135K Sell
2,268
-100
-4% -$6.32K 0.04% 455
2015
Q1 		$144K Sell
2,368
-4,280
-64% -$259K 0.04% 435
2014
Q4 		$384K Buy
6,648
+100
+2% +$5.94K 0.08% 282
2014
Q3 		$432K Buy
6,548
+1,800
+38% +$117K 0.08% 284
2014
Q2 		$294K Hold
4,748
– – 0.05% 358
2014
Q1 		$261K Sell
4,748
-659
-12% -$33.7K 0.05% 380
2013
Q4 		$276K Sell
5,407
-1,445
-21% -$67.1K 0.04% 440
2013
Q3 		$275K Buy
6,852
+1,674
+32% +$71K 0.04% 410
2013
Q2 		$236K Buy
+5,178
New +$255K 0.04% 426

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's NS Position: Q2 2017 in Review

WFG Advisors increased its NuStar Energy L.P. (NS) stake by 28% in Q2 2017, buying an estimated $58.2K and bringing the position to 5,621 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #311.

WFG Advisors first reported a position in NS in Q2 2013 and has held it in 17 quarters since. The position peaked at $432K in Q3 2014. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

  • WFG Advisors held 5,621 shares of NuStar Energy L.P. worth $262K as of Q2 2017.
  • WFG Advisors bought 1,245 NuStar Energy L.P. shares in Q2 2017, an estimated $58.2K.
  • NuStar Energy L.P. made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #311 holding.
  • WFG Advisors first reported a position in NuStar Energy L.P. in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's NuStar Energy L.P. position peaked at $432K in Q3 2014.
  • 195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.