CFM Wealth Partners’s Hess HES Stock Holding History

CFM Wealth 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
2020 Q1	–	Sell	-175	Closed	-$12K	–	558
2019 Q4	$12K	Buy	+175	New	+$11.4K	﹤0.01%	405

Other funds holding HES

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

CFM Wealth Partners's HES Position: Q1 2020 in Review

CFM Wealth Partners sold out of Hess (HES) in Q1 2020, closing a stake of 175 shares — an estimated $12K sold.

CFM Wealth Partners first reported a position in HES in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 473 funds tracked by Wall St. Rank hold HES as of Q1 2020.

CFM Wealth Partners reported no remaining Hess position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 175 Hess shares in Q1 2020, an estimated $12K.
CFM Wealth Partners first reported a position in Hess in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Hess position peaked at $12K in Q4 2019.
473 funds tracked by Wall St. Rank held Hess as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.