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

HSBC Holdings’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
2019 Q1	–	Sell	-28,206	Closed	-$806K	–	2935
2018 Q4	$806K	Buy	+28,206	New	+$834K	﹤0.01%	1903

Other funds holding HEP

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

HSBC Holdings's HEP Position: Q1 2019 in Review

HSBC Holdings sold out of Holly Energy Partners, L.P. (HEP) in Q1 2019, closing a stake of 28,206 shares — an estimated $806K sold.

HSBC Holdings first reported a position in HEP in Q4 2018 and held it in 1 quarter. The position peaked at $806K in Q4 2018. 107 funds tracked by Wall St. Rank hold HEP as of Q1 2019.

HSBC Holdings reported no remaining Holly Energy Partners, L.P. position as of Q1 2019 after selling out during the quarter.
HSBC Holdings sold 28,206 Holly Energy Partners, L.P. shares in Q1 2019, an estimated $806K.
HSBC Holdings first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 1 quarter.
HSBC Holdings's Holly Energy Partners, L.P. position peaked at $806K in Q4 2018.
107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2019.

Based on HSBC Holdings's 13F filing for Q1 2019, filed 15 May 2019.