TT
HEP

Tiedemann Trust’s Holly Energy Partners, L.P. HEP Stock Holding History

Tiedemann Trust’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 		$15.7M Buy
452,803
+452,274
+85,496% +$15.3M 2.9% 17
2016
Q1 		$17.9M Sell
529
-335,575
-100% -$9.53M 2.75% 13
2015
Q4 		$10.5M Buy
+336,104
New +$10.9M 1.52% 19

Other funds holding HEP

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
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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tiedemann Trust's HEP Position: Q2 2016 in Review

Tiedemann Trust increased its Holly Energy Partners, L.P. (HEP) stake by 85,496% in Q2 2016, buying an estimated $15.3M and bringing the position to 452,803 shares worth $15.7M. The position accounts for 2.9% of the portfolio, ranked #17.

Tiedemann Trust first reported a position in HEP in Q4 2015 and has held it in 3 quarters since. The position peaked at $17.9M in Q1 2016. 105 funds tracked by Wall St. Rank hold HEP as of Q2 2016.

  • Tiedemann Trust held 452,803 shares of Holly Energy Partners, L.P. worth $15.7M as of Q2 2016.
  • Tiedemann Trust bought 452,274 Holly Energy Partners, L.P. shares in Q2 2016, an estimated $15.3M.
  • Holly Energy Partners, L.P. made up 2.9% of Tiedemann Trust's portfolio in Q2 2016, its #17 holding.
  • Tiedemann Trust first reported a position in Holly Energy Partners, L.P. in Q4 2015 and has held it in 3 quarters since.
  • Tiedemann Trust's Holly Energy Partners, L.P. position peaked at $17.9M in Q1 2016.
  • 105 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.