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

FORA Capital’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	-2,737	Closed	-$61K	–	1414
2019 Q4	$61K	Buy	+2,737	New	+$62.2K	0.01%	882

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 21.71% 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

FORA Capital's HEP Position: Q1 2020 in Review

FORA Capital sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 2,737 shares — an estimated $61K sold.

FORA Capital first reported a position in HEP in Q4 2019 and held it in 1 quarter. The position peaked at $61K in Q4 2019. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

FORA Capital reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
FORA Capital sold 2,737 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $61K.
FORA Capital first reported a position in Holly Energy Partners, L.P. in Q4 2019 and held it in 1 quarter.
FORA Capital's Holly Energy Partners, L.P. position peaked at $61K in Q4 2019.
101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on FORA Capital's 13F filing for Q1 2020, filed 15 May 2020.