B. Riley Wealth Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

B. Riley Wealth 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
2015 Q1	–	Sell	-3,155	Closed	-$94	–	2104
2014 Q4	$94	Buy	+3,155	New	+$104K	﹤0.01%	1780
2014 Q3	–	Sell	-960	Closed	-$33K	–	1990
2014 Q2	$33K	Buy	+960	New	+$32.2K	0.01%	1212

Other funds holding HEP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's HEP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q1 2015, closing a stake of 3,155 shares — an estimated $94 sold.

B. Riley Wealth Advisors first reported a position in HEP in Q2 2014 and held it in 2 quarters. The position peaked at $33K in Q2 2014. 85 funds tracked by Wall St. Rank hold HEP as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Holly Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,155 Holly Energy Partners, L.P. shares in Q1 2015, an estimated $94.
B. Riley Wealth Advisors first reported a position in Holly Energy Partners, L.P. in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Holly Energy Partners, L.P. position peaked at $33K in Q2 2014.
85 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.