William Blair & Company’s NuStar Energy L.P. NS Stock Holding History

William Blair & Company’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	–	Sell	-4,500	Closed	-$235K	–	1677
2017 Q1	$235K	Sell	4,500 -4,000	-47%	-$210K	﹤0.01%	1167
2016 Q4	$425K	Buy	8,500 +3,175	+60%	+$151K	﹤0.01%	887
2016 Q3	$264K	Buy	5,325 +3,900	+274%	+$188K	﹤0.01%	1063
2016 Q2	$71K	Buy	+1,425	New	+$68.1K	﹤0.01%	1187
2016 Q1	–	Sell	-5,400	Closed	-$216K	–	1254
2015 Q4	$216K	Hold	5,400	–	–	﹤0.01%	1066
2015 Q3	$242K	Buy	5,400 +750	+16%	+$39.6K	﹤0.01%	1214
2015 Q2	$275K	Hold	4,650	–	–	﹤0.01%	1963
2015 Q1	$282K	Hold	4,650	–	–	﹤0.01%	1904
2014 Q4	$268K	Sell	4,650 -1,235	-21%	-$73.4K	﹤0.01%	1900
2014 Q3	$388K	Sell	5,885 -250	-4%	-$16.2K	﹤0.01%	1758
2014 Q2	$380K	Buy	6,135 +750	+14%	+$43.6K	﹤0.01%	1742
2014 Q1	$295K	Sell	5,385 -300	-5%	-$15.4K	﹤0.01%	1769
2013 Q4	$289K	Sell	5,685 -15,312	-73%	-$711K	﹤0.01%	1755
2013 Q3	$842K	Sell	20,997 -1,665	-7%	-$70.7K	﹤0.01%	1380
2013 Q2	$1.03M	Buy	+22,662	New	+$1.12M	﹤0.01%	1262

Other funds holding NS

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

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

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

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

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

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

William Blair & Company's NS Position: Q2 2017 in Review

William Blair & Company sold out of NuStar Energy L.P. (NS) in Q2 2017, closing a stake of 4,500 shares — an estimated $235K sold.

William Blair & Company first reported a position in NS in Q2 2013 and held it in 15 quarters. The position peaked at $1.03M in Q2 2013. 195 funds tracked by Wall St. Rank hold NS as of Q2 2017.

William Blair & Company reported no remaining NuStar Energy L.P. position as of Q2 2017 after selling out during the quarter.
William Blair & Company sold 4,500 NuStar Energy L.P. shares in Q2 2017, an estimated $235K.
William Blair & Company first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 15 quarters.
William Blair & Company's NuStar Energy L.P. position peaked at $1.03M in Q2 2013.
195 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2017.

Based on William Blair & Company's 13F filing for Q2 2017, filed 4 Aug 2017.