MCM
HEP

Murphy Capital Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Murphy Capital Management’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
2016
Q3 		– Sell
-5,920
Closed -$205K – 314
2016
Q2 		$205K Hold
5,920
– – 0.03% 289
2016
Q1 		$200K Sell
5,920
-1,300
-18% -$36.9K 0.03% 282
2015
Q4 		$224K Buy
+7,220
New +$233K 0.03% 290
2015
Q3 		– Sell
-13,920
Closed -$489K – 325
2015
Q2 		$489K Hold
13,920
– – 0.07% 212
2015
Q1 		$437K Sell
13,920
-1,640
-11% -$52.8K 0.06% 219
2014
Q4 		$465K Sell
15,560
-300
-2% -$9.88K 0.07% 213
2014
Q3 		$577K Hold
15,860
– – 0.09% 192
2014
Q2 		$545K Sell
15,860
-600
-4% -$20.1K 0.09% 202
2014
Q1 		$545K Sell
16,460
-50
-0.3% -$1.65K 0.09% 204
2013
Q4 		$533K Sell
16,510
-600
-4% -$19.1K 0.09% 199
2013
Q3 		$565K Buy
17,110
+150
+0.9% +$5.46K 0.11% 178
2013
Q2 		$645K Buy
+16,960
New +$647K 0.13% 157

Other funds holding HEP

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Murphy Capital Management's HEP Position: Q3 2016 in Review

Murphy Capital Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2016, closing a stake of 5,920 shares — an estimated $205K sold.

Murphy Capital Management first reported a position in HEP in Q2 2013 and held it in 12 quarters. The position peaked at $645K in Q2 2013. 105 funds tracked by Wall St. Rank hold HEP as of Q3 2016.

  • Murphy Capital Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2016 after selling out during the quarter.
  • Murphy Capital Management sold 5,920 Holly Energy Partners, L.P. shares in Q3 2016, an estimated $205K.
  • Murphy Capital Management first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 12 quarters.
  • Murphy Capital Management's Holly Energy Partners, L.P. position peaked at $645K in Q2 2013.
  • 105 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2016.

Based on Murphy Capital Management's 13F filing for Q3 2016, filed 24 Oct 2016.