MIAN
HEP

Mariner Independent Advisor Network’s Holly Energy Partners, L.P. HEP Stock Holding History

Mariner Independent Advisor Network’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
-16,460
Closed -$453K – 326
2018
Q1 		$453K Hold
16,460
– – 0.03% 300
2017
Q4 		$533K Buy
+16,460
New +$548K 0.06% 236

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 21.71% 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

Mariner Independent Advisor Network's HEP Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Holly Energy Partners, L.P. (HEP) in Q2 2018, closing a stake of 16,460 shares — an estimated $453K sold.

Mariner Independent Advisor Network first reported a position in HEP in Q4 2017 and held it in 2 quarters. The position peaked at $533K in Q4 2017. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2018.

  • Mariner Independent Advisor Network reported no remaining Holly Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 16,460 Holly Energy Partners, L.P. shares in Q2 2018, an estimated $453K.
  • Mariner Independent Advisor Network first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Holly Energy Partners, L.P. position peaked at $533K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.