BFEC
HEP

Benjamin F. Edwards & Company’s Holly Energy Partners, L.P. HEP Stock Holding History

Benjamin F. Edwards & Company’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
-300
Closed -$11K – 870
2013
Q2 		$11K Buy
+300
New +$11.4K ﹤0.01% 558

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

Benjamin F. Edwards & Company's HEP Position: Q3 2013 in Review

Benjamin F. Edwards & Company sold out of Holly Energy Partners, L.P. (HEP) in Q3 2013, closing a stake of 300 shares — an estimated $11K sold.

Benjamin F. Edwards & Company first reported a position in HEP in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 86 funds tracked by Wall St. Rank hold HEP as of Q3 2013.

  • Benjamin F. Edwards & Company reported no remaining Holly Energy Partners, L.P. position as of Q3 2013 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 300 Holly Energy Partners, L.P. shares in Q3 2013, an estimated $11K.
  • Benjamin F. Edwards & Company first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Holly Energy Partners, L.P. position peaked at $11K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2013.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2013, filed 7 Nov 2013.