SWP
HEP

Stratos Wealth Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-306
Closed -$10K – 2650
2018
Q3 		$10K Buy
+306
New +$9.32K ﹤0.01% 2207
2018
Q2 		– Sell
-300
Closed -$8K – 2734
2018
Q1 		$8K Hold
300
– – ﹤0.01% 2440
2017
Q4 		$10K Buy
+300
New +$9.98K ﹤0.01% 2179

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Stratos Wealth Partners's HEP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Holly Energy Partners, L.P. (HEP) in Q4 2018, closing a stake of 306 shares — an estimated $10K sold.

Stratos Wealth Partners first reported a position in HEP in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 109 funds tracked by Wall St. Rank hold HEP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Holly Energy Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 306 Holly Energy Partners, L.P. shares in Q4 2018, an estimated $10K.
  • Stratos Wealth Partners first reported a position in Holly Energy Partners, L.P. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Holly Energy Partners, L.P. position peaked at $10K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.