Wood Investment Counsel’s NuStar Energy L.P. NS Stock Holding History

Wood Investment Counsel’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
2014 Q3	$330K	Hold	5,000	–	–	0.05%	67
2014 Q2	$310K	Hold	5,000	–	–	0.05%	65
2014 Q1	$275K	Hold	5,000	–	–	0.04%	70
2013 Q4	$255K	Buy	+5,000	New	+$232K	0.04%	69
2013 Q3	–	Sell	-6,534	Closed	-$298K	–	85
2013 Q2	$298K	Buy	+6,534	New	+$322K	0.06%	65

Other funds holding NS

ACM

Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

TCA

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

Wood Investment Counsel's NS Position: Q3 2014 in Review

Wood Investment Counsel held its NuStar Energy L.P. (NS) position steady in Q3 2014 at 5,000 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #67.

Wood Investment Counsel first reported a position in NS in Q2 2013 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold NS as of Q3 2014.

Wood Investment Counsel held 5,000 shares of NuStar Energy L.P. worth $330K as of Q3 2014.
Wood Investment Counsel left its NuStar Energy L.P. share count unchanged in Q3 2014.
NuStar Energy L.P. made up 0.05% of Wood Investment Counsel's portfolio in Q3 2014, its #67 holding.
Wood Investment Counsel first reported a position in NuStar Energy L.P. in Q2 2013 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.