WAM
HEP

Wealthspire Advisors (Maryland)’s Holly Energy Partners, L.P. HEP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,414
Closed -$38K – 2203
2019
Q1 		$38K Buy
1,414
+50
+4% +$1.45K ﹤0.01% 1011
2018
Q4 		$39K Sell
1,364
-30
-2% -$887 ﹤0.01% 963
2018
Q3 		$44K Hold
1,394
– – ﹤0.01% 1018
2018
Q2 		$39K Sell
1,394
-1,150
-45% -$33.4K ﹤0.01% 1078
2018
Q1 		$70K Buy
2,544
+110
+5% +$3.35K 0.01% 863
2017
Q4 		$79K Sell
2,434
-70
-3% -$2.33K 0.01% 813
2017
Q3 		$84K Sell
2,504
-120
-5% -$4K 0.01% 782
2017
Q2 		$85K Buy
2,624
+180
+7% +$6.13K 0.01% 753
2017
Q1 		$87K Buy
2,444
+1,540
+170% +$54.4K 0.01% 652
2016
Q4 		$29K Hold
904
– – ﹤0.01% 922
2016
Q3 		$31K Buy
904
+604
+201% +$20.5K ﹤0.01% 923
2016
Q2 		$10K Sell
300
-1,300
-81% -$43.9K ﹤0.01% 1209
2016
Q1 		$54K Buy
1,600
+300
+23% +$8.52K 0.01% 686
2015
Q4 		$40K Buy
+1,300
New +$42K 0.01% 778

Other funds holding HEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 21.71% 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
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HEP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Holly Energy Partners, L.P. (HEP) in Q2 2019, closing a stake of 1,414 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in HEP in Q4 2015 and held it in 14 quarters. The position peaked at $87K in Q1 2017. 105 funds tracked by Wall St. Rank hold HEP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Holly Energy Partners, L.P. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,414 Holly Energy Partners, L.P. shares in Q2 2019, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in Holly Energy Partners, L.P. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Holly Energy Partners, L.P. position peaked at $87K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.