EWM
HES

Evercore Wealth Management’s Hess HES Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-938
Closed -$45K – 532
2017
Q4 		$45K Hold
938
– – ﹤0.01% 599
2017
Q3 		$44K Sell
938
-125
-12% -$5.29K ﹤0.01% 589
2017
Q2 		$47K Hold
1,063
– – ﹤0.01% 585
2017
Q1 		$51K Buy
1,063
+711
+202% +$37.7K ﹤0.01% 595
2016
Q4 		$22K Buy
352
+27
+8% +$1.48K ﹤0.01% 740
2016
Q3 		$17K Hold
325
– – ﹤0.01% 796
2016
Q2 		$20K Sell
325
-239
-42% -$13.8K ﹤0.01% 755
2016
Q1 		$30K Sell
564
-905
-62% -$40K ﹤0.01% 657
2015
Q4 		$71K Buy
1,469
+1,269
+635% +$72K ﹤0.01% 533
2015
Q3 		$10K Hold
200
– – ﹤0.01% 835
2015
Q2 		$14K Sell
200
-1,547
-89% -$110K ﹤0.01% 848
2015
Q1 		$119K Buy
1,747
+1,547
+774% +$110K 0.01% 505
2014
Q4 		$14K Hold
200
– – ﹤0.01% 710
2014
Q3 		$18K Sell
200
-130
-39% -$12.9K ﹤0.01% 754
2014
Q2 		$32K Buy
330
+35
+12% +$3.16K ﹤0.01% 667
2014
Q1 		$24K Buy
295
+95
+48% +$7.55K ﹤0.01% 714
2013
Q4 		$16K Sell
200
-114
-36% -$9.26K ﹤0.01% 715
2013
Q3 		$25K Buy
314
+49
+18% +$3.65K ﹤0.01% 649
2013
Q2 		$18K Buy
+265
New +$18.3K ﹤0.01% 676

Other funds holding HES

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Evercore Wealth Management's HES Position: Q1 2018 in Review

Evercore Wealth Management sold out of Hess (HES) in Q1 2018, closing a stake of 938 shares — an estimated $45K sold.

Evercore Wealth Management first reported a position in HES in Q2 2013 and held it in 19 quarters. The position peaked at $119K in Q1 2015. 518 funds tracked by Wall St. Rank hold HES as of Q1 2018.

  • Evercore Wealth Management reported no remaining Hess position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 938 Hess shares in Q1 2018, an estimated $45K.
  • Evercore Wealth Management first reported a position in Hess in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Hess position peaked at $119K in Q1 2015.
  • 518 funds tracked by Wall St. Rank held Hess as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.