CAPTRUST Financial Advisors
HESM icon

CAPTRUST Financial Advisors’s Hess Midstream HESM Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,790
Closed -$50K – 2926
2022
Q2 		$50K Buy
1,790
+21
+1% +$648 ﹤0.01% 2755
2022
Q1 		$53K Buy
1,769
+19
+1% +$574 ﹤0.01% 2743
2021
Q4 		$48K Buy
1,750
+22
+1% +$570 ﹤0.01% 2703
2021
Q3 		$49K Buy
1,728
+610
+55% +$15.5K ﹤0.01% 2592
2021
Q2 		$28K Buy
1,118
+9
+0.8% +$217 ﹤0.01% 2883
2021
Q1 		$25K Buy
1,109
+459
+71% +$9.89K ﹤0.01% 2860
2020
Q4 		$13K Sell
650
-750
-54% -$13.6K ﹤0.01% 2459
2020
Q3 		$21K Buy
1,400
+150
+12% +$2.61K ﹤0.01% 1948
2020
Q2 		$22K Buy
+1,250
New +$20.9K ﹤0.01% 1900

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return