HP
HEP

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

Harvey 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
2014
Q2 		– Sell
-10,529
Closed -$349K – 65
2014
Q1 		$349K Hold
10,529
– – 0.16% 55
2013
Q4 		$340K Buy
+10,529
New +$334K 0.15% 42

Other funds holding HEP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Harvey Partners's HEP Position: Q2 2014 in Review

Harvey Partners sold out of Holly Energy Partners, L.P. (HEP) in Q2 2014, closing a stake of 10,529 shares — an estimated $349K sold.

Harvey Partners first reported a position in HEP in Q4 2013 and held it in 2 quarters. The position peaked at $349K in Q1 2014. 84 funds tracked by Wall St. Rank hold HEP as of Q2 2014.

  • Harvey Partners reported no remaining Holly Energy Partners, L.P. position as of Q2 2014 after selling out during the quarter.
  • Harvey Partners sold 10,529 Holly Energy Partners, L.P. shares in Q2 2014, an estimated $349K.
  • Harvey Partners first reported a position in Holly Energy Partners, L.P. in Q4 2013 and held it in 2 quarters.
  • Harvey Partners's Holly Energy Partners, L.P. position peaked at $349K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2014.

Based on Harvey Partners's 13F filing for Q2 2014, filed 14 Aug 2014.