CAN
HEP

Cetera Advisor Networks’s Holly Energy Partners, L.P. HEP Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-200
Closed -$3K – 3180
2020
Q2 		$3K Buy
+200
New +$2.93K ﹤0.01% 3180

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cetera Advisor Networks's HEP Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Holly Energy Partners, L.P. (HEP) in Q3 2020, closing a stake of 200 shares — an estimated $3K sold.

Cetera Advisor Networks first reported a position in HEP in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 94 funds tracked by Wall St. Rank hold HEP as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Holly Energy Partners, L.P. position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 200 Holly Energy Partners, L.P. shares in Q3 2020, an estimated $3K.
  • Cetera Advisor Networks first reported a position in Holly Energy Partners, L.P. in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's Holly Energy Partners, L.P. position peaked at $3K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.