KPA
HEP

Keel Point Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Keel Point Advisors’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
2014
Q4 		$239K Buy
+8,000
New +$264K 0.19% 57

Other funds holding HEP

O
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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Keel Point Advisors's HEP Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Holly Energy Partners, L.P. (HEP) in Q4 2014: 8,000 shares worth $239K. The stake represents 0.19% of the portfolio and ranks #57 among its holdings.

89 funds tracked by Wall St. Rank hold HEP as of Q4 2014.

  • Keel Point Advisors held 8,000 shares of Holly Energy Partners, L.P. worth $239K as of Q4 2014.
  • Holly Energy Partners, L.P. was a new Keel Point Advisors position in Q4 2014.
  • Holly Energy Partners, L.P. made up 0.19% of Keel Point Advisors's portfolio in Q4 2014, its #57 holding.
  • 89 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.