Bessemer Group
HEP

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

Bessemer 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
2018
Q3 		– Sell
-378
Closed -$11K – 1911
2018
Q2 		$11K Buy
+378
New +$11K ﹤0.01% 1490
2016
Q4 		– Sell
-5,607
Closed -$190K – 2088
2016
Q3 		$190K Buy
+5,607
New +$190K ﹤0.01% 982

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bessemer Group's HEP Position: Q3 2018 in Review

Bessemer Group sold out of Holly Energy Partners, L.P. (HEP) in Q3 2018, closing a stake of 378 shares — an estimated $11K sold.

Bessemer Group first reported a position in HEP in Q3 2016 and held it in 2 quarters. The position peaked at $190K in Q3 2016. 103 funds tracked by Wall St. Rank hold HEP as of Q3 2018.

  • Bessemer Group reported no remaining Holly Energy Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Bessemer Group sold 378 Holly Energy Partners, L.P. shares in Q3 2018, an estimated $11K.
  • Bessemer Group first reported a position in Holly Energy Partners, L.P. in Q3 2016 and held it in 2 quarters.
  • Bessemer Group's Holly Energy Partners, L.P. position peaked at $190K in Q3 2016.
  • 103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2018.

Based on Bessemer Group's 13F filing for Q3 2018, filed 6 Nov 2018.