Windsor Capital Management’s NuStar Energy L.P. NS Stock Holding History

Windsor Capital Management’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
2015 Q4	–	Sell	-857	Closed	-$38K	–	451
2015 Q3	$38K	Buy	+857	New	+$45.3K	0.02%	184
2014 Q1	–	Sell	-157	Closed	-$8K	–	314
2013 Q4	$8K	Buy	157 +3	+2%	+$139	﹤0.01%	352
2013 Q3	$6K	Buy	+154	New	+$6.54K	﹤0.01%	376

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

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

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

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

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

NIM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Windsor Capital Management's NS Position: Q4 2015 in Review

Windsor Capital Management sold out of NuStar Energy L.P. (NS) in Q4 2015, closing a stake of 857 shares — an estimated $38K sold.

Windsor Capital Management first reported a position in NS in Q3 2013 and held it in 3 quarters. The position peaked at $38K in Q3 2015. 198 funds tracked by Wall St. Rank hold NS as of Q4 2015.

Windsor Capital Management reported no remaining NuStar Energy L.P. position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 857 NuStar Energy L.P. shares in Q4 2015, an estimated $38K.
Windsor Capital Management first reported a position in NuStar Energy L.P. in Q3 2013 and held it in 3 quarters.
Windsor Capital Management's NuStar Energy L.P. position peaked at $38K in Q3 2015.
198 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.