ICP
HEP

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

Interchange Capital 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
2021
Q1 		– Sell
-141
Closed -$2K – 1174
2020
Q4 		$2K Buy
+141
New +$1.83K ﹤0.01% 1123

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Interchange Capital Partners's HEP Position: Q1 2021 in Review

Interchange Capital Partners sold out of Holly Energy Partners, L.P. (HEP) in Q1 2021, closing a stake of 141 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in HEP in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 95 funds tracked by Wall St. Rank hold HEP as of Q1 2021.

  • Interchange Capital Partners reported no remaining Holly Energy Partners, L.P. position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 141 Holly Energy Partners, L.P. shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in Holly Energy Partners, L.P. in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Holly Energy Partners, L.P. position peaked at $2K in Q4 2020.
  • 95 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.