FGC
HES

Financial Gravity Companies’s Hess HES Stock Holding History

Financial Gravity Companies’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 		$5K Buy
84
+73
+664% +$3.58K 0.01% 730
2017
Q4 		$1K Buy
+11
New +$496 ﹤0.01% 1117

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Gravity Companies's HES Position: Q1 2018 in Review

Financial Gravity Companies increased its Hess (HES) stake by 664% in Q1 2018, buying an estimated $3.58K and bringing the position to 84 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #730.

Financial Gravity Companies first reported a position in HES in Q4 2017 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold HES as of Q1 2018.

  • Financial Gravity Companies held 84 shares of Hess worth $5K as of Q1 2018.
  • Financial Gravity Companies bought 73 Hess shares in Q1 2018, an estimated $3.58K.
  • Hess made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #730 holding.
  • Financial Gravity Companies first reported a position in Hess in Q4 2017 and has held it in 2 quarters since.
  • 518 funds tracked by Wall St. Rank held Hess as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.