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Advisor Group’s Hess Midstream HESM Stock Holding History

Advisor Group’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11K Buy
450
+150
+50% +$3.14K ﹤0.01% 4301
2019
Q3 		$6K Buy
300
+100
+50% +$1.95K ﹤0.01% 4575
2019
Q2 		$4K Hold
200
– – ﹤0.01% 4756
2019
Q1 		$4K Buy
+200
New +$4.28K ﹤0.01% 4762

Other funds holding HESM

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Advisor Group's HESM Position: Q4 2019 in Review

Advisor Group increased its Hess Midstream (HESM) stake by 50% in Q4 2019, buying an estimated $3.14K and bringing the position to 450 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Advisor Group first reported a position in HESM in Q1 2019 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold HESM as of Q4 2019.

  • Advisor Group held 450 shares of Hess Midstream worth $11K as of Q4 2019.
  • Advisor Group bought 150 Hess Midstream shares in Q4 2019, an estimated $3.14K.
  • Hess Midstream made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4301 holding.
  • Advisor Group first reported a position in Hess Midstream in Q1 2019 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.