FPFS
HES

First Personal Financial Services’s Hess HES Stock Holding History

First Personal Financial Services’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
-15
Closed -$1K – 394
2019
Q4 		$1K Hold
15
– – ﹤0.01% 438
2019
Q3 		$1K Sell
15
-103
-87% -$6.42K ﹤0.01% 472
2019
Q2 		$8K Buy
118
+15
+15% +$928 ﹤0.01% 527
2019
Q1 		$6K Sell
103
-42
-29% -$2.31K ﹤0.01% 569
2018
Q4 		$6K Hold
145
– – ﹤0.01% 540
2018
Q3 		$10K Buy
+145
New +$9.56K ﹤0.01% 493
2018
Q2 		– Sell
-606
Closed -$30K – 778
2018
Q1 		$30K Sell
606
-547
-47% -$26.8K 0.01% 550
2017
Q4 		$55K Buy
+1,153
New +$52K 0.01% 453
2017
Q1 		– Sell
-490
Closed -$31K – 902
2016
Q4 		$31K Buy
490
+350
+250% +$19.1K 0.01% 466
2016
Q3 		$8K Sell
140
-1
-0.7% -$54 ﹤0.01% 636
2016
Q2 		$8K Buy
+141
New +$8.17K ﹤0.01% 615

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

First Personal Financial Services's HES Position: Q1 2020 in Review

First Personal Financial Services sold out of Hess (HES) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in HES in Q2 2016 and held it in 11 quarters. The position peaked at $55K in Q4 2017. 473 funds tracked by Wall St. Rank hold HES as of Q1 2020.

  • First Personal Financial Services reported no remaining Hess position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 15 Hess shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Hess in Q2 2016 and held it in 11 quarters.
  • First Personal Financial Services's Hess position peaked at $55K in Q4 2017.
  • 473 funds tracked by Wall St. Rank held Hess as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.