KTC
HEP

Kistler-Tiffany Companies’s Holly Energy Partners, L.P. HEP Stock Holding History

Kistler-Tiffany Companies’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
2018
Q1 		– Sell
-368
Closed -$12K – 594
2017
Q4 		$12K Buy
+368
New +$12.2K ﹤0.01% 419

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Kistler-Tiffany Companies's HEP Position: Q1 2018 in Review

Kistler-Tiffany Companies sold out of Holly Energy Partners, L.P. (HEP) in Q1 2018, closing a stake of 368 shares — an estimated $12K sold.

Kistler-Tiffany Companies first reported a position in HEP in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 102 funds tracked by Wall St. Rank hold HEP as of Q1 2018.

  • Kistler-Tiffany Companies reported no remaining Holly Energy Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 368 Holly Energy Partners, L.P. shares in Q1 2018, an estimated $12K.
  • Kistler-Tiffany Companies first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 1 quarter.
  • Kistler-Tiffany Companies's Holly Energy Partners, L.P. position peaked at $12K in Q4 2017.
  • 102 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2018.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2018, filed 6 Apr 2018.