AWM
HEP

Avior Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Avior Wealth 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
2018
Q3 		– Sell
-300
Closed -$8K – 780
2018
Q2 		$8K Buy
+300
New +$8.72K ﹤0.01% 612

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Avior Wealth Management's HEP Position: Q3 2018 in Review

Avior Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2018, closing a stake of 300 shares — an estimated $8K sold.

Avior Wealth Management first reported a position in HEP in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 103 funds tracked by Wall St. Rank hold HEP as of Q3 2018.

  • Avior Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Avior Wealth Management sold 300 Holly Energy Partners, L.P. shares in Q3 2018, an estimated $8K.
  • Avior Wealth Management first reported a position in Holly Energy Partners, L.P. in Q2 2018 and held it in 1 quarter.
  • Avior Wealth Management's Holly Energy Partners, L.P. position peaked at $8K in Q2 2018.
  • 103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2018.

Based on Avior Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.