HTC
HEP

Hershey Trust Company’s Holly Energy Partners, L.P. HEP Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-18,833
Closed -$716K – 69
2013
Q2 		$716K Buy
+18,833
New +$718K 0.01% 91

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Hershey Trust Company's HEP Position: Q3 2013 in Review

Hershey Trust Company sold out of Holly Energy Partners, L.P. (HEP) in Q3 2013, closing a stake of 18,833 shares — an estimated $716K sold.

Hershey Trust Company first reported a position in HEP in Q2 2013 and held it in 1 quarter. The position peaked at $716K in Q2 2013. 86 funds tracked by Wall St. Rank hold HEP as of Q3 2013.

  • Hershey Trust Company reported no remaining Holly Energy Partners, L.P. position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 18,833 Holly Energy Partners, L.P. shares in Q3 2013, an estimated $716K.
  • Hershey Trust Company first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Holly Energy Partners, L.P. position peaked at $716K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.