Whitney & Co’s NuStar Energy L.P. NS Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-650	Closed	-$16K	–	494
2018 Q3	$16K	Hold	650	–	–	﹤0.01%	279
2018 Q2	$15K	Sell	650 -375	-37%	-$8.46K	﹤0.01%	221
2018 Q1	$21K	Buy	+1,025	New	+$27.5K	0.01%	211

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

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

Whitney & Co's NS Position: Q4 2018 in Review

Whitney & Co sold out of NuStar Energy L.P. (NS) in Q4 2018, closing a stake of 650 shares — an estimated $16K sold.

Whitney & Co first reported a position in NS in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q1 2018. 169 funds tracked by Wall St. Rank hold NS as of Q4 2018.

Whitney & Co reported no remaining NuStar Energy L.P. position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 650 NuStar Energy L.P. shares in Q4 2018, an estimated $16K.
Whitney & Co first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 3 quarters.
Whitney & Co's NuStar Energy L.P. position peaked at $21K in Q1 2018.
169 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.