Janney Montgomery Scott
HEP

Janney Montgomery Scott’s Holly Energy Partners, L.P. HEP Stock Holding History

Janney Montgomery Scott’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
2017
Q1 		– Sell
-6,900
Closed -$221K – 1821
2016
Q4 		$221K Buy
6,900
+750
+12% +$24.3K ﹤0.01% 1485
2016
Q3 		$209K Sell
6,150
-6,150
-50% -$209K ﹤0.01% 1376
2016
Q2 		$426K Buy
12,300
+6,079
+98% +$205K 0.01% 567
2016
Q1 		$210K Sell
6,221
-750
-11% -$21.3K 0.01% 1127
2015
Q4 		$217K Hold
6,971
– – 0.01% 1189
2015
Q3 		$202K Hold
6,971
– – 0.01% 1254
2015
Q2 		$245K Hold
6,971
– – 0.01% 1633
2015
Q1 		$219K Hold
6,971
– – ﹤0.01% 2022
2014
Q4 		$209K Sell
6,971
-6,800
-49% -$224K ﹤0.01% 1986
2014
Q3 		$501K Hold
13,771
– – 0.01% 1277
2014
Q2 		$474K Hold
13,771
– – 0.01% 1277
2014
Q1 		$457K Buy
13,771
+71
+0.5% +$2.34K 0.01% 1183
2013
Q4 		$443K Sell
13,700
-188
-1% -$5.97K 0.01% 1161
2013
Q3 		$459K Buy
13,888
+1,500
+12% +$54.6K 0.01% 1052
2013
Q2 		$471K Buy
+12,388
New +$472K 0.05% 410

Other funds holding HEP

O
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
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
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's HEP Position: Q1 2017 in Review

Janney Montgomery Scott sold out of Holly Energy Partners, L.P. (HEP) in Q1 2017, closing a stake of 6,900 shares — an estimated $221K sold.

Janney Montgomery Scott first reported a position in HEP in Q2 2013 and held it in 15 quarters. The position peaked at $501K in Q3 2014. 102 funds tracked by Wall St. Rank hold HEP as of Q1 2017.

  • Janney Montgomery Scott reported no remaining Holly Energy Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,900 Holly Energy Partners, L.P. shares in Q1 2017, an estimated $221K.
  • Janney Montgomery Scott first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 15 quarters.
  • Janney Montgomery Scott's Holly Energy Partners, L.P. position peaked at $501K in Q3 2014.
  • 102 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2017.

Based on Janney Montgomery Scott's 13F filing for Q1 2017, filed 26 Apr 2017.