SPC
HEP

Sigma Planning Corp’s Holly Energy Partners, L.P. HEP Stock Holding History

Sigma Planning Corp’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
2019
Q1 		– Sell
-10,754
Closed -$307K – 997
2018
Q4 		$307K Buy
+10,754
New +$318K 0.02% 598

Other funds holding HEP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 21.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Sigma Planning Corp's HEP Position: Q1 2019 in Review

Sigma Planning Corp sold out of Holly Energy Partners, L.P. (HEP) in Q1 2019, closing a stake of 10,754 shares — an estimated $307K sold.

Sigma Planning Corp first reported a position in HEP in Q4 2018 and held it in 1 quarter. The position peaked at $307K in Q4 2018. 107 funds tracked by Wall St. Rank hold HEP as of Q1 2019.

  • Sigma Planning Corp reported no remaining Holly Energy Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Sigma Planning Corp sold 10,754 Holly Energy Partners, L.P. shares in Q1 2019, an estimated $307K.
  • Sigma Planning Corp first reported a position in Holly Energy Partners, L.P. in Q4 2018 and held it in 1 quarter.
  • Sigma Planning Corp's Holly Energy Partners, L.P. position peaked at $307K in Q4 2018.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2019.

Based on Sigma Planning Corp's 13F filing for Q1 2019, filed 1 May 2019.