AIC
HEP

Archer Investment Corporation’s Holly Energy Partners, L.P. HEP Stock Holding History

Archer Investment Corporation’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
-3,600
Closed -$77K – 649
2019
Q4 		$77K Hold
3,600
– – 0.04% 230
2019
Q3 		$91K Hold
3,600
– – 0.06% 200
2019
Q2 		$103K Hold
3,600
– – 0.07% 201
2019
Q1 		$103K Hold
3,600
– – 0.07% 205
2018
Q4 		$103K Buy
+3,600
New +$106K 0.09% 185

Other funds holding HEP

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Archer Investment Corporation's HEP Position: Q1 2020 in Review

Archer Investment Corporation sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 3,600 shares — an estimated $77K sold.

Archer Investment Corporation first reported a position in HEP in Q4 2018 and held it in 5 quarters. The position peaked at $103K in Q2 2019. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

  • Archer Investment Corporation reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 3,600 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $77K.
  • Archer Investment Corporation first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 5 quarters.
  • Archer Investment Corporation's Holly Energy Partners, L.P. position peaked at $103K in Q2 2019.
  • 101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on Archer Investment Corporation's 13F filing for Q1 2020, filed 7 May 2020.