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HES

Avantax Planning Partners’s Hess HES Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-100
Closed -$7K – 667
2018
Q3 		$7K Buy
+100
New +$6.59K ﹤0.01% 977
2018
Q2 		– Sell
-58
Closed -$3K – 747
2018
Q1 		$3K Buy
+58
New +$2.84K ﹤0.01% 1513

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Avantax Planning Partners's HES Position: Q4 2018 in Review

Avantax Planning Partners sold out of Hess (HES) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in HES in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

  • Avantax Planning Partners reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Hess shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Hess in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Hess position peaked at $7K in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.