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

Woodmont 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
2016 Q4	–	Sell	-400	Closed	-$20K	–	643
2016 Q3	$20K	Buy	+400	New	+$19.3K	0.01%	367
2016 Q2	–	Sell	-400	Closed	-$16K	–	471
2016 Q1	$16K	Hold	400	–	–	﹤0.01%	367
2015 Q4	$16K	Hold	400	–	–	﹤0.01%	376
2015 Q3	$18K	Hold	400	–	–	0.01%	357
2015 Q2	$24K	Buy	+400	New	+$25.3K	0.01%	338

Other funds holding NS

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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Woodmont Investment Counsel's NS Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of NuStar Energy L.P. (NS) in Q4 2016, closing a stake of 400 shares — an estimated $20K sold.

Woodmont Investment Counsel first reported a position in NS in Q2 2015 and held it in 5 quarters. The position peaked at $24K in Q2 2015. 199 funds tracked by Wall St. Rank hold NS as of Q4 2016.

Woodmont Investment Counsel reported no remaining NuStar Energy L.P. position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 400 NuStar Energy L.P. shares in Q4 2016, an estimated $20K.
Woodmont Investment Counsel first reported a position in NuStar Energy L.P. in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's NuStar Energy L.P. position peaked at $24K in Q2 2015.
199 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.