CIAS
HEP

Capital Investment Advisory Services’s Holly Energy Partners, L.P. HEP Stock Holding History

Capital Investment Advisory Services’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
2019
Q1 		– Sell
-408
Closed -$12K – 1295
2018
Q4 		$12K Buy
+408
New +$12.1K 0.01% 771

Other funds holding HEP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Capital Investment Advisory Services's HEP Position: Q1 2019 in Review

Capital Investment Advisory Services sold out of Holly Energy Partners, L.P. (HEP) in Q1 2019, closing a stake of 408 shares — an estimated $12K sold.

Capital Investment Advisory Services first reported a position in HEP in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 107 funds tracked by Wall St. Rank hold HEP as of Q1 2019.

  • Capital Investment Advisory Services reported no remaining Holly Energy Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 408 Holly Energy Partners, L.P. shares in Q1 2019, an estimated $12K.
  • Capital Investment Advisory Services first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 1 quarter.
  • Capital Investment Advisory Services's Holly Energy Partners, L.P. position peaked at $12K in Q4 2018.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2019.

Based on Capital Investment Advisory Services's 13F filing for Q1 2019, filed 23 Apr 2019.