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 $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Boys Arnold & Co's HEP Position: Q2 2018 in Review

Boys Arnold & Co sold out of Holly Energy Partners, L.P. (HEP) in Q2 2018, closing a stake of 10,000 shares — an estimated $288K sold.

Boys Arnold & Co first reported a position in HEP in Q2 2016 and held it in 8 quarters. The position peaked at $564K in Q1 2017. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2018.

  • Boys Arnold & Co reported no remaining Holly Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Boys Arnold & Co sold 10,000 Holly Energy Partners, L.P. shares in Q2 2018, an estimated $288K.
  • Boys Arnold & Co first reported a position in Holly Energy Partners, L.P. in Q2 2016 and held it in 8 quarters.
  • Boys Arnold & Co's Holly Energy Partners, L.P. position peaked at $564K in Q1 2017.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2018.

Based on Boys Arnold & Co's 13F filing for Q2 2018, filed 2 Aug 2018.