PCP
HEP

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

Proficio Capital Partners’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
Q4 		– Sell
-7,080
Closed -$236K – 1332
2017
Q3 		$236K Hold
7,080
– – 0.1% 138
2017
Q2 		$250K Buy
7,080
+713
+11% +$24.3K 0.1% 139
2017
Q1 		$218K Buy
+6,367
New +$225K 0.1% 149

Other funds holding HEP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Proficio Capital Partners's HEP Position: Q4 2017 in Review

Proficio Capital Partners sold out of Holly Energy Partners, L.P. (HEP) in Q4 2017, closing a stake of 7,080 shares — an estimated $236K sold.

Proficio Capital Partners first reported a position in HEP in Q1 2017 and held it in 3 quarters. The position peaked at $250K in Q2 2017. 113 funds tracked by Wall St. Rank hold HEP as of Q4 2017.

  • Proficio Capital Partners reported no remaining Holly Energy Partners, L.P. position as of Q4 2017 after selling out during the quarter.
  • Proficio Capital Partners sold 7,080 Holly Energy Partners, L.P. shares in Q4 2017, an estimated $236K.
  • Proficio Capital Partners first reported a position in Holly Energy Partners, L.P. in Q1 2017 and held it in 3 quarters.
  • Proficio Capital Partners's Holly Energy Partners, L.P. position peaked at $250K in Q2 2017.
  • 113 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2017.

Based on Proficio Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.