ACM
HEP

Americafirst Capital Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Americafirst Capital Management’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
2016
Q1 		– Sell
-13,175
Closed -$410M – 223
2015
Q4 		$410M Buy
+13,175
New +$426K 0.25% 88

Other funds holding HEP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Americafirst Capital Management's HEP Position: Q1 2016 in Review

Americafirst Capital Management sold out of Holly Energy Partners, L.P. (HEP) in Q1 2016, closing a stake of 13,175 shares — an estimated $410M sold.

Americafirst Capital Management first reported a position in HEP in Q4 2015 and held it in 1 quarter. The position peaked at $410M in Q4 2015. 99 funds tracked by Wall St. Rank hold HEP as of Q1 2016.

  • Americafirst Capital Management reported no remaining Holly Energy Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Americafirst Capital Management sold 13,175 Holly Energy Partners, L.P. shares in Q1 2016, an estimated $410M.
  • Americafirst Capital Management first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 1 quarter.
  • Americafirst Capital Management's Holly Energy Partners, L.P. position peaked at $410M in Q4 2015.
  • 99 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2016.

Based on Americafirst Capital Management's 13F filing for Q1 2016, filed 16 May 2016.