KI
HEP

Koch Industries’s Holly Energy Partners, L.P. HEP Stock Holding History

Koch Industries’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
Q2 		– Sell
-7,385
Closed -$204K – 706
2018
Q1 		$204K Buy
7,385
+173
+2% +$5.27K 0.02% 802
2017
Q4 		$234K Buy
+7,212
New +$240K 0.03% 555

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
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

Koch Industries's HEP Position: Q2 2018 in Review

Koch Industries sold out of Holly Energy Partners, L.P. (HEP) in Q2 2018, closing a stake of 7,385 shares — an estimated $204K sold.

Koch Industries first reported a position in HEP in Q4 2017 and held it in 2 quarters. The position peaked at $234K in Q4 2017. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2018.

  • Koch Industries reported no remaining Holly Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 7,385 Holly Energy Partners, L.P. shares in Q2 2018, an estimated $204K.
  • Koch Industries first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Koch Industries's Holly Energy Partners, L.P. position peaked at $234K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.