Ameritas Investment Company’s Holly Energy Partners, L.P. HEP Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-200	Closed	-$3.82K	–	2184
2021 Q1	$3.82K	Buy	+200	New	+$3.3K	﹤0.01%	1769
2020 Q2	–	Sell	-200	Closed	-$3K	–	1689
2020 Q1	$3K	Buy	+200	New	+$4K	﹤0.01%	1527
2019 Q4	–	Sell	-200	Closed	-$5K	–	1587
2019 Q3	$5K	Buy	+200	New	+$5.49K	﹤0.01%	1303

Other funds holding HEP

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

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Ameritas Investment Company's HEP Position: Q2 2021 in Review

Ameritas Investment Company sold out of Holly Energy Partners, L.P. (HEP) in Q2 2021, closing a stake of 200 shares — an estimated $3.82K sold.

Ameritas Investment Company first reported a position in HEP in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2021.

Ameritas Investment Company reported no remaining Holly Energy Partners, L.P. position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 200 Holly Energy Partners, L.P. shares in Q2 2021, an estimated $3.82K.
Ameritas Investment Company first reported a position in Holly Energy Partners, L.P. in Q3 2019 and held it in 3 quarters.
Ameritas Investment Company's Holly Energy Partners, L.P. position peaked at $5K in Q3 2019.
93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.