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

Selective Wealth 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
2022 Q4	–	Sell	-4,555	Closed	-$75K	–	780
2022 Q3	$75K	Buy	4,555 +800	+21%	+$13.8K	0.03%	250
2022 Q2	$60K	Buy	3,755 +1,555	+71%	+$27.8K	0.02%	291
2022 Q1	$39K	Buy	+2,200	New	+$39K	0.01%	346

Other funds holding HEP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Selective Wealth Management's HEP Position: Q4 2022 in Review

Selective Wealth Management sold out of Holly Energy Partners, L.P. (HEP) in Q4 2022, closing a stake of 4,555 shares — an estimated $75K sold.

Selective Wealth Management first reported a position in HEP in Q1 2022 and held it in 3 quarters. The position peaked at $75K in Q3 2022. 94 funds tracked by Wall St. Rank hold HEP as of Q4 2022.

Selective Wealth Management reported no remaining Holly Energy Partners, L.P. position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,555 Holly Energy Partners, L.P. shares in Q4 2022, an estimated $75K.
Selective Wealth Management first reported a position in Holly Energy Partners, L.P. in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's Holly Energy Partners, L.P. position peaked at $75K in Q3 2022.
94 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.