BWP
HEP

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

Baldwin Wealth 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
2013
Q3 		– Sell
-6,000
Closed -$228K – 250
2013
Q2 		$228K Buy
+6,000
New +$229K 0.05% 198

Other funds holding HEP

O
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Baldwin Wealth Partners's HEP Position: Q3 2013 in Review

Baldwin Wealth Partners sold out of Holly Energy Partners, L.P. (HEP) in Q3 2013, closing a stake of 6,000 shares — an estimated $228K sold.

Baldwin Wealth Partners first reported a position in HEP in Q2 2013 and held it in 1 quarter. The position peaked at $228K in Q2 2013. 86 funds tracked by Wall St. Rank hold HEP as of Q3 2013.

  • Baldwin Wealth Partners reported no remaining Holly Energy Partners, L.P. position as of Q3 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,000 Holly Energy Partners, L.P. shares in Q3 2013, an estimated $228K.
  • Baldwin Wealth Partners first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 1 quarter.
  • Baldwin Wealth Partners's Holly Energy Partners, L.P. position peaked at $228K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2013.

Based on Baldwin Wealth Partners's 13F filing for Q3 2013, filed 12 Nov 2013.