MIG
HEP

Mariner Investment Group’s Holly Energy Partners, L.P. HEP Stock Holding History

Mariner Investment Group’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
-72,900
Closed -$2.37M – 90
2017
Q4 		$2.37M Hold
72,900
– – 0.99% 18
2017
Q3 		$2.44M Hold
72,900
– – 1.52% 16
2017
Q2 		$2.37M Buy
+72,900
New +$2.48M 1.3% 21

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 $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 Investment Group's HEP Position: Q1 2018 in Review

Mariner Investment Group sold out of Holly Energy Partners, L.P. (HEP) in Q1 2018, closing a stake of 72,900 shares — an estimated $2.37M sold.

Mariner Investment Group first reported a position in HEP in Q2 2017 and held it in 3 quarters. The position peaked at $2.44M in Q3 2017. 102 funds tracked by Wall St. Rank hold HEP as of Q1 2018.

  • Mariner Investment Group reported no remaining Holly Energy Partners, L.P. position as of Q1 2018 after selling out during the quarter.
  • Mariner Investment Group sold 72,900 Holly Energy Partners, L.P. shares in Q1 2018, an estimated $2.37M.
  • Mariner Investment Group first reported a position in Holly Energy Partners, L.P. in Q2 2017 and held it in 3 quarters.
  • Mariner Investment Group's Holly Energy Partners, L.P. position peaked at $2.44M in Q3 2017.
  • 102 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2018.

Based on Mariner Investment Group's 13F filing for Q1 2018, filed 11 May 2018.