SCA
HEP

Strategic Capital Advisers’s Holly Energy Partners, L.P. HEP Stock Holding History

Strategic Capital Advisers’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
-7,437
Closed -$212K – 59
2018
Q4 		$212K Buy
+7,437
New +$220K 0.23% 50
2018
Q2 		– Sell
-6,832
Closed -$222K – 62
2018
Q1 		$222K Hold
6,832
– – 0.22% 56
2017
Q4 		$222K Buy
+6,832
New +$227K 0.22% 57

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 23.41% 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

Strategic Capital Advisers's HEP Position: Q1 2019 in Review

Strategic Capital Advisers sold out of Holly Energy Partners, L.P. (HEP) in Q1 2019, closing a stake of 7,437 shares — an estimated $212K sold.

Strategic Capital Advisers first reported a position in HEP in Q4 2017 and held it in 3 quarters. The position peaked at $222K in Q1 2018. 107 funds tracked by Wall St. Rank hold HEP as of Q1 2019.

  • Strategic Capital Advisers reported no remaining Holly Energy Partners, L.P. position as of Q1 2019 after selling out during the quarter.
  • Strategic Capital Advisers sold 7,437 Holly Energy Partners, L.P. shares in Q1 2019, an estimated $212K.
  • Strategic Capital Advisers first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Strategic Capital Advisers's Holly Energy Partners, L.P. position peaked at $222K in Q1 2018.
  • 107 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q1 2019.

Based on Strategic Capital Advisers's 13F filing for Q1 2019, filed 8 May 2019.