MIFH
HEP

Migdal Insurance & Financial Holdings’s Holly Energy Partners, L.P. HEP Stock Holding History

Migdal Insurance & Financial Holdings’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
2017
Q3 		– Sell
-6,264
Closed -$202K – 590
2017
Q2 		$202K Sell
6,264
-13,278
-68% -$452K ﹤0.01% 282
2017
Q1 		$671K Buy
19,542
+638
+3% +$22.5K 0.02% 180
2016
Q4 		$612K Buy
+18,904
New +$614K 0.02% 180

Other funds holding HEP

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HEP Position: Q3 2017 in Review

Migdal Insurance & Financial Holdings sold out of Holly Energy Partners, L.P. (HEP) in Q3 2017, closing a stake of 6,264 shares — an estimated $202K sold.

Migdal Insurance & Financial Holdings first reported a position in HEP in Q4 2016 and held it in 3 quarters. The position peaked at $671K in Q1 2017. 96 funds tracked by Wall St. Rank hold HEP as of Q3 2017.

  • Migdal Insurance & Financial Holdings reported no remaining Holly Energy Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 6,264 Holly Energy Partners, L.P. shares in Q3 2017, an estimated $202K.
  • Migdal Insurance & Financial Holdings first reported a position in Holly Energy Partners, L.P. in Q4 2016 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Holly Energy Partners, L.P. position peaked at $671K in Q1 2017.
  • 96 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2017, filed 6 Nov 2017.