Friedberg Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Friedberg Investment Management’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
2017 Q2	–	Sell	-51,700	Closed	-$1.85M	–	96
2017 Q1	$1.85M	Buy	51,700 +1,400	+3%	+$49.5K	0.78%	47
2016 Q4	$1.61M	Buy	50,300 +3,000	+6%	+$97.4K	0.74%	46
2016 Q3	$1.6M	Buy	+47,300	New	+$1.61M	0.69%	53
2014 Q2	–	Sell	-24,540	Closed	-$814K	–	104
2014 Q1	$814K	Hold	24,540	–	–	0.32%	80
2013 Q4	$793K	Sell	24,540 -67,353	-73%	-$2.14M	0.32%	75
2013 Q3	$3.04M	Sell	91,893 -3,100	-3%	-$113K	1.32%	28
2013 Q2	$3.61M	Buy	+94,993	New	+$3.62M	1.62%	19

Other funds holding HEP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Friedberg Investment Management's HEP Position: Q2 2017 in Review

Friedberg Investment Management sold out of Holly Energy Partners, L.P. (HEP) in Q2 2017, closing a stake of 51,700 shares — an estimated $1.85M sold.

Friedberg Investment Management first reported a position in HEP in Q2 2013 and held it in 7 quarters. The position peaked at $3.61M in Q2 2013. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2017.

Friedberg Investment Management reported no remaining Holly Energy Partners, L.P. position as of Q2 2017 after selling out during the quarter.
Friedberg Investment Management sold 51,700 Holly Energy Partners, L.P. shares in Q2 2017, an estimated $1.85M.
Friedberg Investment Management first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 7 quarters.
Friedberg Investment Management's Holly Energy Partners, L.P. position peaked at $3.61M in Q2 2013.
107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2017.

Based on Friedberg Investment Management's 13F filing for Q2 2017, filed 15 Aug 2017.