Aris Wealth Services’s Hess HES Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-720	Closed	-$48K	–	433
2015 Q2	$48K	Hold	720	–	–	0.04%	219
2015 Q1	$49K	Buy	+720	New	+$51.4K	0.05%	211

Other funds holding HES

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's HES Position: Q3 2015 in Review

Aris Wealth Services sold out of Hess (HES) in Q3 2015, closing a stake of 720 shares — an estimated $48K sold.

Aris Wealth Services first reported a position in HES in Q1 2015 and held it in 2 quarters. The position peaked at $49K in Q1 2015. 555 funds tracked by Wall St. Rank hold HES as of Q3 2015.

Aris Wealth Services reported no remaining Hess position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 720 Hess shares in Q3 2015, an estimated $48K.
Aris Wealth Services first reported a position in Hess in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Hess position peaked at $49K in Q1 2015.
555 funds tracked by Wall St. Rank held Hess as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.