IAIM
HEP

International Assets Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-205
Closed -$3K – 2043
2021
Q1 		$3K Hold
205
– – ﹤0.01% 1969
2020
Q4 		$3K Buy
+205
New +$2.66K ﹤0.01% 1848

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

International Assets Investment Management's HEP Position: Q2 2021 in Review

International Assets Investment Management sold out of Holly Energy Partners, L.P. (HEP) in Q2 2021, closing a stake of 205 shares — an estimated $3K sold.

International Assets Investment Management first reported a position in HEP in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2021.

  • International Assets Investment Management reported no remaining Holly Energy Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 205 Holly Energy Partners, L.P. shares in Q2 2021, an estimated $3K.
  • International Assets Investment Management first reported a position in Holly Energy Partners, L.P. in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Holly Energy Partners, L.P. position peaked at $3K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.