Advocacy Wealth Management Services’s Holly Energy Partners, L.P. HEP Stock Holding History

Advocacy Wealth Management Services’s Portfolio HEP Stock Details HEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-54	Closed	-$1K	–	210
2022 Q1	$1K	Buy	+54	New	+$957	﹤0.01%	184
2020 Q1	–	Sell	-600	Closed	-$13K	–	150
2019 Q4	$13K	Hold	600	–	–	﹤0.01%	119
2019 Q3	$15K	Hold	600	–	–	0.01%	111
2019 Q2	$16K	Hold	600	–	–	0.01%	111
2019 Q1	$16K	Hold	600	–	–	0.02%	92
2018 Q4	$17K	Hold	600	–	–	0.01%	92
2018 Q3	$19K	Hold	600	–	–	0.01%	96
2018 Q2	$17K	Hold	600	–	–	0.01%	99
2018 Q1	$17K	Hold	600	–	–	0.01%	102
2017 Q4	$19K	Hold	600	–	–	0.01%	114
2017 Q3	$20K	Sell	600 -300	-33%	-$10K	0.01%	135
2017 Q2	$29K	Hold	900	–	–	0.01%	107
2017 Q1	$32K	Buy	900 +600	+200%	+$21.2K	0.01%	109
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	202
2016 Q3	$10K	Sell	300 -6,911	-96%	-$235K	﹤0.01%	267
2016 Q2	$250K	Sell	7,211 -6,051	-46%	-$205K	0.13%	59
2016 Q1	$449K	Sell	13,262 -11,971	-47%	-$340K	0.31%	53
2015 Q4	$786K	Buy	+25,233	New	+$815K	0.89%	30

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Advocacy Wealth Management Services's HEP Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Holly Energy Partners, L.P. (HEP) in Q2 2022, closing a stake of 54 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in HEP in Q4 2015 and held it in 18 quarters. The position peaked at $786K in Q4 2015. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Holly Energy Partners, L.P. position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 54 Holly Energy Partners, L.P. shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's Holly Energy Partners, L.P. position peaked at $786K in Q4 2015.
93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.