Sonora Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History

Sonora Investment 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
2019 Q4	–	Sell	-750	Closed	-$19K	–	1745
2019 Q3	$19K	Hold	750	–	–	﹤0.01%	909
2019 Q2	$21K	Hold	750	–	–	﹤0.01%	856
2019 Q1	$20K	Hold	750	–	–	﹤0.01%	798
2018 Q4	$21K	Hold	750	–	–	﹤0.01%	627
2018 Q3	$24K	Hold	750	–	–	﹤0.01%	592
2018 Q2	$21K	Buy	+750	New	+$21.8K	﹤0.01%	590

Other funds holding HEP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

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

Sonora Investment Management's HEP Position: Q4 2019 in Review

Sonora Investment Management sold out of Holly Energy Partners, L.P. (HEP) in Q4 2019, closing a stake of 750 shares — an estimated $19K sold.

Sonora Investment Management first reported a position in HEP in Q2 2018 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 115 funds tracked by Wall St. Rank hold HEP as of Q4 2019.

Sonora Investment Management reported no remaining Holly Energy Partners, L.P. position as of Q4 2019 after selling out during the quarter.
Sonora Investment Management sold 750 Holly Energy Partners, L.P. shares in Q4 2019, an estimated $19K.
Sonora Investment Management first reported a position in Holly Energy Partners, L.P. in Q2 2018 and held it in 6 quarters.
Sonora Investment Management's Holly Energy Partners, L.P. position peaked at $24K in Q3 2018.
115 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.