NPC
HEP

National Planning Corporation’s Holly Energy Partners, L.P. HEP Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,944
Closed -$59.4K – 2157
2014
Q4 		$59.4K Buy
+1,944
New +$64K ﹤0.01% 1175
2013
Q3 		– Sell
-6,028
Closed -$230K – 689
2013
Q2 		$230K Buy
+6,028
New +$230K 0.03% 451

Other funds holding HEP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

National Planning Corporation's HEP Position: Q1 2015 in Review

National Planning Corporation sold out of Holly Energy Partners, L.P. (HEP) in Q1 2015, closing a stake of 1,944 shares — an estimated $59.4K sold.

National Planning Corporation first reported a position in HEP in Q2 2013 and held it in 2 quarters. The position peaked at $230K in Q2 2013. 85 funds tracked by Wall St. Rank hold HEP as of Q1 2015.

  • National Planning Corporation reported no remaining Holly Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,944 Holly Energy Partners, L.P. shares in Q1 2015, an estimated $59.4K.
  • National Planning Corporation first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 2 quarters.
  • National Planning Corporation's Holly Energy Partners, L.P. position peaked at $230K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.