FHA
HEP

First Horizon Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

First Horizon Advisors’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
-1,291
Closed -$45K – 1455
2015
Q2 		$45K Buy
+1,291
New +$42.9K 0.01% 577

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

First Horizon Advisors's HEP Position: Q3 2015 in Review

First Horizon Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q3 2015, closing a stake of 1,291 shares — an estimated $45K sold.

First Horizon Advisors first reported a position in HEP in Q2 2015 and held it in 1 quarter. The position peaked at $45K in Q2 2015. 90 funds tracked by Wall St. Rank hold HEP as of Q3 2015.

  • First Horizon Advisors reported no remaining Holly Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • First Horizon Advisors sold 1,291 Holly Energy Partners, L.P. shares in Q3 2015, an estimated $45K.
  • First Horizon Advisors first reported a position in Holly Energy Partners, L.P. in Q2 2015 and held it in 1 quarter.
  • First Horizon Advisors's Holly Energy Partners, L.P. position peaked at $45K in Q2 2015.
  • 90 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2015.

Based on First Horizon Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.