TAIM
HEP

TD Ameritrade Investment Management’s Holly Energy Partners, L.P. HEP Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-25
Closed -$1K – 734
2019
Q2 		$1K Buy
+25
New +$684 ﹤0.01% 630

Other funds holding HEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TD Ameritrade Investment Management's HEP Position: Q3 2019 in Review

TD Ameritrade Investment Management sold out of Holly Energy Partners, L.P. (HEP) in Q3 2019, closing a stake of 25 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in HEP in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 114 funds tracked by Wall St. Rank hold HEP as of Q3 2019.

  • TD Ameritrade Investment Management reported no remaining Holly Energy Partners, L.P. position as of Q3 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 25 Holly Energy Partners, L.P. shares in Q3 2019, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in Holly Energy Partners, L.P. in Q2 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's Holly Energy Partners, L.P. position peaked at $1K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.