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 $9.6B AUM 19.53% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return