BAC
HEP

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

Boys Arnold & 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
2018
Q2 		– Sell
-10,000
Closed -$288K – 286
2018
Q1 		$288K Sell
10,000
-5,800
-37% -$177K 0.04% 251
2017
Q4 		$513K Hold
15,800
– – 0.08% 203
2017
Q3 		$528K Hold
15,800
– – 0.08% 197
2017
Q2 		$513K Hold
15,800
– – 0.07% 199
2017
Q1 		$564K Hold
15,800
– – 0.09% 182
2016
Q4 		$507K Hold
15,800
– – 0.08% 190
2016
Q3 		$536K Hold
15,800
– – 0.09% 177
2016
Q2 		$547K Buy
+15,800
New +$534K 0.09% 168

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 $564B 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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return