Claro Advisors’s Hess HES Stock Holding History

Claro Advisors’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
2019 Q1	–	Sell	-489	Closed	-$35K	–	491
2018 Q4	$35K	Buy	+489	New	+$27.9K	0.03%	412

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Claro Advisors's HES Position: Q1 2019 in Review

Claro Advisors sold out of Hess (HES) in Q1 2019, closing a stake of 489 shares — an estimated $35K sold.

Claro Advisors first reported a position in HES in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 535 funds tracked by Wall St. Rank hold HES as of Q1 2019.

Claro Advisors reported no remaining Hess position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 489 Hess shares in Q1 2019, an estimated $35K.
Claro Advisors first reported a position in Hess in Q4 2018 and held it in 1 quarter.
Claro Advisors's Hess position peaked at $35K in Q4 2018.
535 funds tracked by Wall St. Rank held Hess as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.