RIA
HEP

Realta Investment Advisors’s Holly Energy Partners, L.P. HEP Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,100
Closed -$24K – 1486
2019
Q4 		$24K Hold
1,100
– – 0.01% 872
2019
Q3 		$28K Hold
1,100
– – 0.01% 826
2019
Q2 		$31K Buy
1,100
+100
+10% +$2.73K 0.01% 804
2019
Q1 		$27K Buy
+1,000
New +$29.1K 0.01% 692

Other funds holding HEP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Realta Investment Advisors's HEP Position: Q1 2020 in Review

Realta Investment Advisors sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 1,100 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in HEP in Q1 2019 and held it in 4 quarters. The position peaked at $31K in Q2 2019. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

  • Realta Investment Advisors reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,100 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $24K.
  • Realta Investment Advisors first reported a position in Holly Energy Partners, L.P. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Holly Energy Partners, L.P. position peaked at $31K in Q2 2019.
  • 101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.