BCWM
HEP

Bartlett & Co Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-60
Closed -$852 – 1208
2020
Q4 		$852 Buy
+60
New +$779 ﹤0.01% 1077

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's HEP Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q1 2021, closing a stake of 60 shares — an estimated $852 sold.

Bartlett & Co Wealth Management first reported a position in HEP in Q4 2020 and held it in 1 quarter. The position peaked at $852 in Q4 2020. 95 funds tracked by Wall St. Rank hold HEP as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 60 Holly Energy Partners, L.P. shares in Q1 2021, an estimated $852.
  • Bartlett & Co Wealth Management first reported a position in Holly Energy Partners, L.P. in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Holly Energy Partners, L.P. position peaked at $852 in Q4 2020.
  • 95 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.