SPIA
HEP

Steward Partners Investment Advisory’s Holly Energy Partners, L.P. HEP Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-1,474
Closed -$28.2K – 7485
2021
Q1 		$28.2K Buy
+1,474
New +$24.3K ﹤0.01% 2298
2020
Q4 		– Sell
-114
Closed -$1K – 3022
2020
Q3 		$1K Buy
+114
New +$1.58K ﹤0.01% 2704

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Steward Partners Investment Advisory's HEP Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Holly Energy Partners, L.P. (HEP) in Q2 2021, closing a stake of 1,474 shares — an estimated $28.2K sold.

Steward Partners Investment Advisory first reported a position in HEP in Q3 2020 and held it in 2 quarters. The position peaked at $28.2K in Q1 2021. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Holly Energy Partners, L.P. position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,474 Holly Energy Partners, L.P. shares in Q2 2021, an estimated $28.2K.
  • Steward Partners Investment Advisory first reported a position in Holly Energy Partners, L.P. in Q3 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Holly Energy Partners, L.P. position peaked at $28.2K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.