Sanders Morris Harris’s Holly Energy Partners, L.P. HEP Stock Holding History

Sanders Morris Harris’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	-14,612	Closed	-$394K	–	287
2019 Q4	$394K	Hold	14,612	–	–	0.09%	190
2019 Q3	$369K	Hold	14,612	–	–	0.09%	177
2019 Q2	$402K	Hold	14,612	–	–	0.1%	177
2019 Q1	$394K	Hold	14,612	–	–	0.19%	71
2018 Q4	$417K	Hold	14,612	–	–	0.23%	59
2018 Q3	$460K	Hold	14,612	–	–	0.22%	66
2018 Q2	$413K	Hold	14,612	–	–	0.19%	75
2018 Q1	$403K	Hold	14,612	–	–	0.17%	86
2017 Q4	$475K	Hold	14,612	–	–	0.2%	67
2017 Q3	$488K	Hold	14,612	–	–	0.21%	77
2017 Q2	$475K	Hold	14,612	–	–	0.19%	66
2017 Q1	$522K	Hold	14,612	–	–	0.19%	74
2016 Q4	$468K	Hold	14,612	–	–	0.22%	62
2016 Q3	$496K	Hold	14,612	–	–	0.15%	84
2016 Q2	$506K	Hold	14,612	–	–	0.12%	142
2016 Q1	$494K	Buy	+14,612	New	+$415K	0.09%	188

Other funds holding HEP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Sanders Morris Harris's HEP Position: Q1 2020 in Review

Sanders Morris Harris sold out of Holly Energy Partners, L.P. (HEP) in Q1 2020, closing a stake of 14,612 shares — an estimated $394K sold.

Sanders Morris Harris first reported a position in HEP in Q1 2016 and held it in 16 quarters. The position peaked at $522K in Q1 2017. 101 funds tracked by Wall St. Rank hold HEP as of Q1 2020.

Sanders Morris Harris reported no remaining Holly Energy Partners, L.P. position as of Q1 2020 after selling out during the quarter.
Sanders Morris Harris sold 14,612 Holly Energy Partners, L.P. shares in Q1 2020, an estimated $394K.
Sanders Morris Harris first reported a position in Holly Energy Partners, L.P. in Q1 2016 and held it in 16 quarters.
Sanders Morris Harris's Holly Energy Partners, L.P. position peaked at $522K in Q1 2017.
101 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.