Friedberg Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-51,700
| Closed | -$1.85M | – | 96 |
|
|
2017
Q1 | $1.85M | Buy |
51,700
+1,400
| +3% | +$50K | 0.78% | 47 |
|
|
2016
Q4 | $1.61M | Buy |
50,300
+3,000
| +6% | +$96.1K | 0.74% | 46 |
|
|
2016
Q3 | $1.6M | Buy |
+47,300
| New | +$1.6M | 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% | -$2.18M | 0.32% | 75 |
|
|
2013
Q3 | $3.04M | Sell |
91,893
-3,100
| -3% | -$102K | 1.32% | 28 |
|
|
2013
Q2 | $3.61M | Buy |
+94,993
| New | +$3.61M | 1.62% | 19 |
|