GFP
HEP

Gryphon Financial Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-1,400
Closed -$40K – 879
2018
Q2 		$40K Hold
1,400
– – 0.02% 268
2018
Q1 		$39K Hold
1,400
– – 0.02% 262
2017
Q4 		$45K Buy
+1,400
New +$46.6K 0.03% 268

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Gryphon Financial Partners's HEP Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Holly Energy Partners, L.P. (HEP) in Q3 2018, closing a stake of 1,400 shares — an estimated $40K sold.

Gryphon Financial Partners first reported a position in HEP in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 103 funds tracked by Wall St. Rank hold HEP as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Holly Energy Partners, L.P. position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,400 Holly Energy Partners, L.P. shares in Q3 2018, an estimated $40K.
  • Gryphon Financial Partners first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Holly Energy Partners, L.P. position peaked at $45K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.