Brinker Capital Investments’s Holly Energy Partners, L.P. HEP Stock Holding History

Brinker Capital Investments’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
2020 Q1	–	Sell	-1,274	Closed	-$28K	–	794
2019 Q4	$28K	Hold	1,274	–	–	﹤0.01%	477
2019 Q3	$32K	Hold	1,274	–	–	﹤0.01%	464
2019 Q2	$35K	Hold	1,274	–	–	﹤0.01%	631
2019 Q1	$34K	Hold	1,274	–	–	﹤0.01%	507
2018 Q4	$36K	Hold	1,274	–	–	﹤0.01%	410
2018 Q3	$40K	Buy	+1,274	New	+$38.8K	﹤0.01%	378

Other funds holding HEP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

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

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

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

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

Brinker Capital Investments's HEP Position: Q1 2020 in Review

Brinker Capital Investments sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 1,274 shares — an estimated $28K sold.

Brinker Capital Investments first reported a position in HEP in Q3 2018 and held it in 6 quarters. The position peaked at $40K in Q3 2018. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

Brinker Capital Investments reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 1,274 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $28K.
Brinker Capital Investments first reported a position in Holly Energy Partners, L.P. in Q3 2018 and held it in 6 quarters.
Brinker Capital Investments's Holly Energy Partners, L.P. position peaked at $40K in Q3 2018.
101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.