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

Bridgeworth’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	-3,000	Closed	-$84K	–	577
2018 Q2	$84K	Buy	+3,000	New	+$87.3K	0.04%	213

Other funds holding HEP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bridgeworth's HEP Position: Q3 2018 in Review

Bridgeworth sold out of Holly Energy Partners, L.P. (HEP) in Q3 2018, closing a stake of 3,000 shares — an estimated $84K sold.

Bridgeworth first reported a position in HEP in Q2 2018 and held it in 1 quarter. The position peaked at $84K in Q2 2018. 103 funds tracked by Wall St. Rank hold HEP as of Q3 2018.

Bridgeworth reported no remaining Holly Energy Partners, L.P. position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 3,000 Holly Energy Partners, L.P. shares in Q3 2018, an estimated $84K.
Bridgeworth first reported a position in Holly Energy Partners, L.P. in Q2 2018 and held it in 1 quarter.
Bridgeworth's Holly Energy Partners, L.P. position peaked at $84K in Q2 2018.
103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.