HGWM
HEP

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

Harvest Group 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
2020
Q4 		– Sell
-69
Closed -$896 – 886
2020
Q3 		$1K Buy
69
+2
+3% +$28 ﹤0.01% 549
2020
Q2 		$0 Buy
67
+1
+2% +$15 ﹤0.01% 909
2020
Q1 		$0 Buy
66
+2
+3% +$40 ﹤0.01% 1096
2019
Q4 		$1K Buy
64
+2
+3% +$45 ﹤0.01% 913
2019
Q3 		$2K Buy
+62
New +$1.7K ﹤0.01% 790

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Harvest Group Wealth Management's HEP Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q4 2020, closing a stake of 69 shares — an estimated $896 sold.

Harvest Group Wealth Management first reported a position in HEP in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 103 funds tracked by Wall St. Rank hold HEP as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 69 Holly Energy Partners, L.P. shares in Q4 2020, an estimated $896.
  • Harvest Group Wealth Management first reported a position in Holly Energy Partners, L.P. in Q3 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Holly Energy Partners, L.P. position peaked at $2K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.