BSW
HEP

Buckingham Strategic Wealth’s Holly Energy Partners, L.P. HEP Stock Holding History

Buckingham Strategic Wealth’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
2015
Q3 		– Sell
-11,863
Closed -$417K – 237
2015
Q2 		$417K Buy
11,863
+184
+2% +$6.12K 0.14% 121
2015
Q1 		$367K Buy
11,679
+70
+0.6% +$2.25K 0.14% 124
2014
Q4 		$347K Buy
+11,609
New +$382K 0.13% 119

Other funds holding HEP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Buckingham Strategic Wealth's HEP Position: Q3 2015 in Review

Buckingham Strategic Wealth sold out of Holly Energy Partners, L.P. (HEP) in Q3 2015, closing a stake of 11,863 shares — an estimated $417K sold.

Buckingham Strategic Wealth first reported a position in HEP in Q4 2014 and held it in 3 quarters. The position peaked at $417K in Q2 2015. 90 funds tracked by Wall St. Rank hold HEP as of Q3 2015.

  • Buckingham Strategic Wealth reported no remaining Holly Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,863 Holly Energy Partners, L.P. shares in Q3 2015, an estimated $417K.
  • Buckingham Strategic Wealth first reported a position in Holly Energy Partners, L.P. in Q4 2014 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Holly Energy Partners, L.P. position peaked at $417K in Q2 2015.
  • 90 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2015, filed 2 Nov 2015.