Stanley-Laman Group’s Holly Energy Partners, L.P. HEP Stock Holding History

Stanley-Laman Group’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
2016 Q2	–	Sell	-22,114	Closed	-$748K	–	349
2016 Q1	$748K	Sell	22,114 -12,052	-35%	-$342K	0.14%	145
2015 Q4	$1.06M	Buy	+34,166	New	+$1.1M	0.18%	139

Other funds holding HEP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stanley-Laman Group's HEP Position: Q2 2016 in Review

Stanley-Laman Group sold out of Holly Energy Partners, L.P. (HEP) in Q2 2016, closing a stake of 22,114 shares — an estimated $748K sold.

Stanley-Laman Group first reported a position in HEP in Q4 2015 and held it in 2 quarters. The position peaked at $1.06M in Q4 2015. 105 funds tracked by Wall St. Rank hold HEP as of Q2 2016.

Stanley-Laman Group reported no remaining Holly Energy Partners, L.P. position as of Q2 2016 after selling out during the quarter.
Stanley-Laman Group sold 22,114 Holly Energy Partners, L.P. shares in Q2 2016, an estimated $748K.
Stanley-Laman Group first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 2 quarters.
Stanley-Laman Group's Holly Energy Partners, L.P. position peaked at $1.06M in Q4 2015.
105 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2016.

Based on Stanley-Laman Group's 13F filing for Q2 2016, filed 4 Aug 2016.