Kings Point Capital Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Kings Point Capital 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
2020 Q3	–	Sell	-2,000	Closed	-$29K	–	499
2020 Q2	$29K	Hold	2,000	–	–	﹤0.01%	333
2020 Q1	$28K	Hold	2,000	–	–	﹤0.01%	341
2019 Q4	$44K	Hold	2,000	–	–	0.01%	335
2019 Q3	$51K	Hold	2,000	–	–	0.01%	298
2019 Q2	$55K	Hold	2,000	–	–	0.01%	249
2019 Q1	$54K	Hold	2,000	–	–	0.01%	230
2018 Q4	$57K	Hold	2,000	–	–	0.01%	208
2018 Q3	$63K	Hold	2,000	–	–	0.01%	217
2018 Q2	$57K	Hold	2,000	–	–	0.01%	227
2018 Q1	$55K	Hold	2,000	–	–	0.01%	227
2017 Q4	$65K	Hold	2,000	–	–	0.01%	211
2017 Q3	$67K	Hold	2,000	–	–	0.01%	200
2017 Q2	$65K	Sell	2,000 -2,600	-57%	-$88.5K	0.02%	201
2017 Q1	$164K	Hold	4,600	–	–	0.04%	147
2016 Q4	$147K	Hold	4,600	–	–	0.04%	145
2016 Q3	$156K	Hold	4,600	–	–	0.04%	129
2016 Q2	$159K	Hold	4,600	–	–	0.04%	128
2016 Q1	$156K	Hold	4,600	–	–	0.04%	125
2015 Q4	$143K	Hold	4,600	–	–	0.04%	135
2015 Q3	$134K	Hold	4,600	–	–	0.04%	152
2015 Q2	$162K	Hold	4,600	–	–	0.04%	137
2015 Q1	$145K	Hold	4,600	–	–	0.04%	145
2014 Q4	$138K	Hold	4,600	–	–	0.04%	135
2014 Q3	$167K	Hold	4,600	–	–	0.05%	115
2014 Q2	$158K	Hold	4,600	–	–	0.05%	113
2014 Q1	$153K	Hold	4,600	–	–	0.05%	110
2013 Q4	$149K	Hold	4,600	–	–	0.05%	105
2013 Q3	$152K	Hold	4,600	–	–	0.06%	103
2013 Q2	$175K	Buy	+4,600	New	+$175K	0.07%	107

Other funds holding HEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kings Point Capital Management's HEP Position: Q3 2020 in Review

Kings Point Capital Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2020, closing a stake of 2,000 shares — an estimated $29K sold.

Kings Point Capital Management first reported a position in HEP in Q2 2013 and held it in 29 quarters. The position peaked at $175K in Q2 2013. 94 funds tracked by Wall St. Rank hold HEP as of Q3 2020.

Kings Point Capital Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2020 after selling out during the quarter.
Kings Point Capital Management sold 2,000 Holly Energy Partners, L.P. shares in Q3 2020, an estimated $29K.
Kings Point Capital Management first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 29 quarters.
Kings Point Capital Management's Holly Energy Partners, L.P. position peaked at $175K in Q2 2013.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2020.

Based on Kings Point Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.