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

Bartlett & Co’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	-$1K	–	1193
2020 Q4	$1K	Buy	+60	New	+$779	﹤0.01%	1085

Other funds holding HEP

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

EIP

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

Bartlett & Co sold out of Holly Energy Partners, L.P. (HEP) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

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

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

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.