BIG
HEP

Bellwether Investment Group’s Holly Energy Partners, L.P. HEP Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-2,809
Closed -$90K – 976
2016
Q4 		$90K Buy
+2,809
New +$91.2K 0.08% 214
2016
Q2 		$95K Buy
+2,739
New +$92.6K 0.1% 175

Other funds holding HEP

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's HEP Position: Q1 2017 in Review

Bellwether Investment Group sold out of Holly Energy Partners, L.P. (HEP) in Q1 2017, closing a stake of 2,809 shares — an estimated $90K sold.

Bellwether Investment Group first reported a position in HEP in Q2 2016 and held it in 2 quarters. The position peaked at $95K in Q2 2016. 102 funds tracked by Wall St. Rank hold HEP as of Q1 2017.

  • Bellwether Investment Group reported no remaining Holly Energy Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,809 Holly Energy Partners, L.P. shares in Q1 2017, an estimated $90K.
  • Bellwether Investment Group first reported a position in Holly Energy Partners, L.P. in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Holly Energy Partners, L.P. position peaked at $95K in Q2 2016.
  • 102 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.