N
HEP

Nuveen’s Holly Energy Partners, L.P. HEP Stock Holding History

Nuveen’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
Q1 		– Sell
-139,535
Closed -$4.47M – 1500
2016
Q4 		$4.47M Buy
+139,535
New +$4.53M 0.02% 639
2014
Q3 		– Sell
-8,056
Closed -$277K – 1647
2014
Q2 		$277K Sell
8,056
-8,244
-51% -$276K ﹤0.01% 1469
2014
Q1 		$541K Buy
16,300
+6,300
+63% +$208K ﹤0.01% 1331
2013
Q4 		$323K Sell
10,000
-66,359
-87% -$2.11M ﹤0.01% 1396
2013
Q3 		$2.52M Sell
76,359
-71,419
-48% -$2.6M 0.02% 710
2013
Q2 		$5.62M Buy
+147,778
New +$5.64M 0.04% 474

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen's HEP Position: Q1 2017 in Review

Nuveen sold out of Holly Energy Partners, L.P. (HEP) in Q1 2017, closing a stake of 139,535 shares — an estimated $4.47M sold.

Nuveen first reported a position in HEP in Q2 2013 and held it in 6 quarters. The position peaked at $5.62M in Q2 2013. 102 funds tracked by Wall St. Rank hold HEP as of Q1 2017.

  • Nuveen reported no remaining Holly Energy Partners, L.P. position as of Q1 2017 after selling out during the quarter.
  • Nuveen sold 139,535 Holly Energy Partners, L.P. shares in Q1 2017, an estimated $4.47M.
  • Nuveen first reported a position in Holly Energy Partners, L.P. in Q2 2013 and held it in 6 quarters.
  • Nuveen's Holly Energy Partners, L.P. position peaked at $5.62M in Q2 2013.
  • 102 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2017.

Based on Nuveen's 13F filing for Q1 2017, filed 15 May 2017.