FCH
HEP

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

Freestone Capital Holdings’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
2021
Q1 		– Sell
-342
Closed -$4.86K – 1204
2020
Q4 		$4.86K Buy
342
+10
+3% +$130 ﹤0.01% 1001
2020
Q3 		$4.03K Buy
+332
New +$4.61K ﹤0.01% 920

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freestone Capital Holdings's HEP Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Holly Energy Partners, L.P. (HEP) in Q1 2021, closing a stake of 342 shares — an estimated $4.86K sold.

Freestone Capital Holdings first reported a position in HEP in Q3 2020 and held it in 2 quarters. The position peaked at $4.86K in Q4 2020. 95 funds tracked by Wall St. Rank hold HEP as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Holly Energy Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 342 Holly Energy Partners, L.P. shares in Q1 2021, an estimated $4.86K.
  • Freestone Capital Holdings first reported a position in Holly Energy Partners, L.P. in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Holly Energy Partners, L.P. position peaked at $4.86K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.