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

IHT 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
2018 Q2	–	Sell	-1,079	Closed	-$30K	–	1450
2018 Q1	$30K	Buy	1,079 +5	+0.5%	+$152	0.01%	850
2017 Q4	$36K	Buy	1,074 +300	+39%	+$9.98K	0.01%	795
2017 Q3	$27K	Hold	774	–	–	0.01%	683
2017 Q2	$13	Buy	+774	New	+$26.4K	0.01%	902

Other funds holding HEP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

IHT Wealth Management's HEP Position: Q2 2018 in Review

IHT Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q2 2018, closing a stake of 1,079 shares — an estimated $30K sold.

IHT Wealth Management first reported a position in HEP in Q2 2017 and held it in 4 quarters. The position peaked at $36K in Q4 2017. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2018.

IHT Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,079 Holly Energy Partners, L.P. shares in Q2 2018, an estimated $30K.
IHT Wealth Management first reported a position in Holly Energy Partners, L.P. in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's Holly Energy Partners, L.P. position peaked at $36K in Q4 2017.
107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.