PMFA
HEP

Plante Moran Financial Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-1,440
Closed -$45K – 982
2018
Q3 		$45K Hold
1,440
– – 0.01% 324
2018
Q2 		$41K Hold
1,440
– – 0.02% 374
2018
Q1 		$40K Hold
1,440
– – 0.02% 393
2017
Q4 		$47K Hold
1,440
– – 0.03% 360
2017
Q3 		$48K Hold
1,440
– – 0.03% 320
2017
Q2 		$47K Hold
1,440
– – 0.03% 332
2017
Q1 		$51K Hold
1,440
– – 0.03% 314
2016
Q4 		$46K Buy
+1,440
New +$46.7K 0.03% 347
2016
Q2 		– Sell
-228
Closed -$8K – 954
2016
Q1 		$8K Buy
+228
New +$6.47K 0.01% 524

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Plante Moran Financial Advisors's HEP Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q4 2018, closing a stake of 1,440 shares — an estimated $45K sold.

Plante Moran Financial Advisors first reported a position in HEP in Q1 2016 and held it in 9 quarters. The position peaked at $51K in Q1 2017. 109 funds tracked by Wall St. Rank hold HEP as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Holly Energy Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,440 Holly Energy Partners, L.P. shares in Q4 2018, an estimated $45K.
  • Plante Moran Financial Advisors first reported a position in Holly Energy Partners, L.P. in Q1 2016 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Holly Energy Partners, L.P. position peaked at $51K in Q1 2017.
  • 109 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.