GWM
HEP

Gupta Wealth Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Gupta Wealth 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
2016
Q1 		$29K Buy
+850
New +$24.1K 0.01% 577

Other funds holding HEP

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gupta Wealth Management's HEP Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Holly Energy Partners, L.P. (HEP) in Q1 2016: 850 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings.

99 funds tracked by Wall St. Rank hold HEP as of Q1 2016.

  • Gupta Wealth Management held 850 shares of Holly Energy Partners, L.P. worth $29K as of Q1 2016.
  • Holly Energy Partners, L.P. was a new Gupta Wealth Management position in Q1 2016.
  • Holly Energy Partners, L.P. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #577 holding.
  • 99 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.