APA
HEP

American Portfolios Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

American Portfolios Advisors’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
2020
Q1 		– Sell
-409
Closed -$9.06K – 2940
2019
Q4 		$9.06K Buy
+409
New +$9.3K ﹤0.01% 2041

Other funds holding HEP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Portfolios Advisors's HEP Position: Q1 2020 in Review

American Portfolios Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 409 shares — an estimated $9.06K sold.

American Portfolios Advisors first reported a position in HEP in Q4 2019 and held it in 1 quarter. The position peaked at $9.06K in Q4 2019. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

  • American Portfolios Advisors reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 409 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $9.06K.
  • American Portfolios Advisors first reported a position in Holly Energy Partners, L.P. in Q4 2019 and held it in 1 quarter.
  • American Portfolios Advisors's Holly Energy Partners, L.P. position peaked at $9.06K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.