ST
HEP

Spot Trading’s Holly Energy Partners, L.P. HEP Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-5,529
Closed -$180K – 3459
2017
Q2 		$180K Buy
5,529
+950
+21% +$32.3K ﹤0.01% 2287
2017
Q1 		$164K Buy
4,579
+3,534
+338% +$125K 0.01% 2025
2016
Q4 		$34K Buy
+1,045
New +$33.9K ﹤0.01% 2469
2015
Q4 		– Sell
-686
Closed -$20K – 4181
2015
Q3 		$20K Buy
+686
New +$21.4K ﹤0.01% 3512

Other funds holding HEP

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Spot Trading's HEP Position: Q3 2017 in Review

Spot Trading sold out of Holly Energy Partners, L.P. (HEP) in Q3 2017, closing a stake of 5,529 shares — an estimated $180K sold.

Spot Trading first reported a position in HEP in Q3 2015 and held it in 4 quarters. The position peaked at $180K in Q2 2017. 96 funds tracked by Wall St. Rank hold HEP as of Q3 2017.

  • Spot Trading reported no remaining Holly Energy Partners, L.P. position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 5,529 Holly Energy Partners, L.P. shares in Q3 2017, an estimated $180K.
  • Spot Trading first reported a position in Holly Energy Partners, L.P. in Q3 2015 and held it in 4 quarters.
  • Spot Trading's Holly Energy Partners, L.P. position peaked at $180K in Q2 2017.
  • 96 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.