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

Princeton 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
2019 Q4	–	Sell	-1,490	Closed	-$38K	–	235
2019 Q3	$38K	Hold	1,490	–	–	0.02%	164
2019 Q2	$41K	Hold	1,490	–	–	0.02%	157
2019 Q1	$40K	Hold	1,490	–	–	0.02%	159
2018 Q4	$43K	Hold	1,490	–	–	0.03%	158
2018 Q3	$47K	Hold	1,490	–	–	0.02%	174
2018 Q2	$42K	Hold	1,490	–	–	0.02%	179
2018 Q1	$41K	Buy	+1,490	New	+$45.4K	0.02%	178

Other funds holding HEP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Princeton Capital Management's HEP Position: Q4 2019 in Review

Princeton Capital Management sold out of Holly Energy Partners, L.P. (HEP) in Q4 2019, closing a stake of 1,490 shares — an estimated $38K sold.

Princeton Capital Management first reported a position in HEP in Q1 2018 and held it in 7 quarters. The position peaked at $47K in Q3 2018. 115 funds tracked by Wall St. Rank hold HEP as of Q4 2019.

Princeton Capital Management reported no remaining Holly Energy Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 1,490 Holly Energy Partners, L.P. shares in Q4 2019, an estimated $38K.
Princeton Capital Management first reported a position in Holly Energy Partners, L.P. in Q1 2018 and held it in 7 quarters.
Princeton Capital Management's Holly Energy Partners, L.P. position peaked at $47K in Q3 2018.
115 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.