Harvest Fund Advisors LLC

All Holdings — 2020 Q1

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
44
Quarter
2020 Q1
Top Holding
EPD (16.5%)
Top 10 Concentration
81.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 44
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EPD
ENTERPRISE PROD...
Energy 16.49% 16.20% #1
Prev: #1
8.6 4,238,995 8.2%
P
S
56,197,039 $803,618,000 2008 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
TRP
TC ENERGY CORP
Energy 13.30% 7.87% #2 1
Prev: #3
7.4 1,315,094 9.9%
P
S
14,635,953 $648,373,000 2019 Q2 13F Filing 2020-03-31 2020-05-15 (Est.)
ENB
ENBRIDGE INC
Energy 11.25% 7.43% #3 2
Prev: #5
6.5 1,977,801 11.7%
P
S
18,852,686 $548,425,000 2017 Q3 13F Filing 2020-03-31 2020-05-15 (Est.)
ET
ENERGY TRANSFER...
Energy 9.67% 15.42% #4 2
Prev: #2
3.9 -6,082,256 -5.6%
P
S
102,422,972 $471,146,000 2008 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
MPLX
MPLX LP
Energy 6.86% 7.80% #5 1
Prev: #4
4.8 1,127,959 4.1%
P
S
28,782,184 $334,449,000 2012 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
KMI
KINDER MORGAN I...
Energy 6.53% 4.82% #6 2
Prev: #8
4.6 2,310,930 11.2%
P
S
22,869,858 $318,348,000 2011 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
WEP.DE
MAGELLAN MIDSTR...
Unknown 5.54% 3.28% #7 4
Prev: #11
4.4 2,696,999 57.3%
P
S
7,403,683 $270,160,000 2008 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
PBA
PEMBINA PIPELIN...
Energy 5.07% 3.66% #8 2
Prev: #10
4.2 4,209,218 47.2%
P
S
13,124,749 $246,877,000 2019 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
PAA
PLAINS ALL AMER...
Energy 3.74% 7.11% #9 3
Prev: #6
1.5 -441,138 -1.3%
P
S
34,478,393 $182,046,000 2008 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
LNG
CHENIERE ENERGY...
Energy 3.15% 4.00% #10 1
Prev: #9
1.3 -1,332,849 -22.5%
P
S
4,580,059 $153,432,000 2015 Q2 13F Filing 2020-03-31 2020-05-15 (Est.)
WMB
WILLIAMS COS IN...
Energy 3.11% 2.26% #11 2
Prev: #13
3.3 2,136,747 24.9%
P
S
10,721,348 $151,707,000 2010 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
TEGP
TALLGRASS ENERG...
Unknown 2.81% #12
Prev: #—
3.1 8,319,070 no change
NEW
8,319,070 $136,932,000 2015 Q2 13F Filing 2020-03-31 2020-05-15 (Est.)
TCP
TC PIPELINES LP
Unknown 1.72% 1.24% #13 5
Prev: #18
2.7 406,065 15.3%
P
S
3,053,069 $83,898,000 2009 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
OKE
ONEOK INC NEW
Energy 1.60% 2.42% #14 2
Prev: #12
2.7 683,528 23.6%
P
S
3,574,298 $77,955,000 2013 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
TRGP
TARGA RES CORP
Energy 1.59% 4.87% #15 8
Prev: #7
2.6 444,246 4.1%
P
S
11,215,510 $77,499,000 2010 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
PSXP
PHILLIPS 66 PAR...
Bond/Debt 1.26% 0.86% #16 4
Prev: #20
2.6 419,594 33.2%
P
S
1,685,103 $61,388,000 2014 Q3 13F Filing 2020-03-31 2020-05-15 (Est.)
EQM
EQM MIDSTREAM P...
Unknown 1.20% 1.42% #17
Prev: #17
2.5 655,677 15.3%
P
S
4,954,965 $58,469,000 2012 Q3 13F Filing 2020-03-31 2020-05-15 (Est.)
AM
ANTERO MIDSTREA...
Energy 1.01% 1.97% #18 4
Prev: #14
0.4 -119,915 -0.5%
P
S
23,327,035 $48,987,000 2019 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
NS
NUSTAR ENERGY L...
Unknown 0.93% 1.47% #19 3
Prev: #16
2.4 157,356 3.1%
P
S
5,275,132 $45,313,000 2008 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
ETRN
EQUITRANS MIDST...
Unknown 0.72% 0.98% #20 1
Prev: #19
2.3 406,304 6.1%
P
S
7,019,988 $35,311,000 2019 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
AROC
ARCHROCK INC
Energy 0.50% 0.81% #21 1
Prev: #22
0.2 -819,183 -11.3%
P
S
6,437,677 $24,206,000 2015 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
MIC
MACQUARIE INFRA...
Unknown 0.37% #22
Prev: #—
2.1 705,526 no change
NEW
705,526 $17,815,000 2014 Q2 13F Filing 2020-03-31 2020-05-15 (Est.)
CEQP
CRESTWOOD EQUIT...
Unknown 0.28% 0.86% #23 2
Prev: #21
2.2 733,421 29.2%
P
S
3,247,687 $13,738,000 2015 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
WES
WESTERN MIDSTRE...
Bond/Debt 0.24% 1.79% #24 9
Prev: #15
0.3 -4,559,774 -55.7%
P
S
3,629,627 $11,760,000 2019 Q1 13F Filing 2020-03-31 2020-05-15 (Est.)
SHLX
SHELL MIDSTREAM...
Bond/Debt 0.22% #25
Prev: #—
2.1 1,075,636 no change
NEW
1,075,636 $10,735,000 2014 Q4 13F Filing 2020-03-31 2020-05-15 (Est.)
MPC
MARATHON PETE C...
Energy 0.00% 0.46%
Sold All 😨
(Was: #23)
0.3 -685,926 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2020-03-31 2020-05-15 (Est.)
AR
ANTERO RES CORP
Energy 0.00% 0.37%
Sold All 😨
(Was: #24)
0.3 -11,686,075 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2020-03-31 2020-05-15 (Est.)
Showing 1-25 of 44 holdings

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