Apriem Advisors’s Hess HES Stock Holding History

Apriem Advisors’s Portfolio HES Stock Details HES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-47	Closed	-$2K	–	305
2017 Q1	$2K	Hold	47	–	–	﹤0.01%	592
2016 Q4	$3K	Buy	+47	New	+$2.57K	﹤0.01%	575
2015 Q3	–	Sell	-50	Closed	-$3K	–	548
2015 Q2	$3K	Buy	+50	New	+$3.55K	﹤0.01%	548

Other funds holding HES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Apriem Advisors's HES Position: Q2 2017 in Review

Apriem Advisors sold out of Hess (HES) in Q2 2017, closing a stake of 47 shares — an estimated $2K sold.

Apriem Advisors first reported a position in HES in Q2 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2016. 500 funds tracked by Wall St. Rank hold HES as of Q2 2017.

Apriem Advisors reported no remaining Hess position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 47 Hess shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in Hess in Q2 2015 and held it in 3 quarters.
Apriem Advisors's Hess position peaked at $3K in Q4 2016.
500 funds tracked by Wall St. Rank held Hess as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.