BIG
HES

Bellwether Investment Group’s Hess HES Stock Holding History

Bellwether Investment Group’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
-200
Closed -$10K – 296
2017
Q1 		$10K Hold
200
– – 0.03% 486
2016
Q4 		$12K Buy
+200
New +$10.9K 0.01% 590
2016
Q2 		$12K Buy
+200
New +$11.6K 0.01% 382

Other funds holding HES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bellwether Investment Group's HES Position: Q2 2017 in Review

Bellwether Investment Group sold out of Hess (HES) in Q2 2017, closing a stake of 200 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in HES in Q2 2016 and held it in 3 quarters. The position peaked at $12K in Q4 2016. 500 funds tracked by Wall St. Rank hold HES as of Q2 2017.

  • Bellwether Investment Group reported no remaining Hess position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 200 Hess shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Hess in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Hess position peaked at $12K in Q4 2016.
  • 500 funds tracked by Wall St. Rank held Hess as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.