RWP
HEP

RWA Wealth Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

RWA Wealth 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
2018
Q2 		– Sell
-400
Closed -$11K – 850
2018
Q1 		$11K Buy
+400
New +$12.2K ﹤0.01% 448

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 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

RWA Wealth Partners's HEP Position: Q2 2018 in Review

RWA Wealth Partners sold out of Holly Energy Partners, L.P. (HEP) in Q2 2018, closing a stake of 400 shares — an estimated $11K sold.

RWA Wealth Partners first reported a position in HEP in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 107 funds tracked by Wall St. Rank hold HEP as of Q2 2018.

  • RWA Wealth Partners reported no remaining Holly Energy Partners, L.P. position as of Q2 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 400 Holly Energy Partners, L.P. shares in Q2 2018, an estimated $11K.
  • RWA Wealth Partners first reported a position in Holly Energy Partners, L.P. in Q1 2018 and held it in 1 quarter.
  • RWA Wealth Partners's Holly Energy Partners, L.P. position peaked at $11K in Q1 2018.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2018.

Based on RWA Wealth Partners's 13F filing for Q2 2018, filed 2 Aug 2018.