Arlington Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

Arlington Partners’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 Q2	–	Sell	-1,500	Closed	-$21K	–	304
2020 Q1	$21K	Hold	1,500	–	–	0.01%	154
2019 Q4	$33K	Buy	+1,500	New	+$34.1K	0.02%	148
2019 Q1	–	Sell	-1,500	Closed	-$43K	–	246
2018 Q4	$43K	Buy	+1,500	New	+$44.3K	0.03%	116

Other funds holding HEP

EIP

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arlington Partners's HEP Position: Q2 2020 in Review

Arlington Partners sold out of Holly Energy Partners, L.P. (HEP) in Q2 2020, closing a stake of 1,500 shares — an estimated $21K sold.

Arlington Partners first reported a position in HEP in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q4 2018. 100 funds tracked by Wall St. Rank hold HEP as of Q2 2020.

Arlington Partners reported no remaining Holly Energy Partners, L.P. position as of Q2 2020 after selling out during the quarter.
Arlington Partners sold 1,500 Holly Energy Partners, L.P. shares in Q2 2020, an estimated $21K.
Arlington Partners first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 3 quarters.
Arlington Partners's Holly Energy Partners, L.P. position peaked at $43K in Q4 2018.
100 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2020.

Based on Arlington Partners's 13F filing for Q2 2020, filed 13 Jul 2020.