GGPS
HES

Gary Goldberg Planning Services’s Hess HES Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$22K Hold
300
– – 0.01% 290
2014
Q3 		$28K Hold
300
– – 0.01% 290
2014
Q2 		$30K Hold
300
– – 0.01% 269
2014
Q1 		$25K Hold
300
– – 0.01% 266
2013
Q4 		$25K Hold
300
– – 0.01% 243
2013
Q3 		$23K Hold
300
– – 0.01% 245
2013
Q2 		$20K Buy
+300
New +$20.8K 0.01% 243

Other funds holding HES

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's HES Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Hess (HES) position steady in Q4 2014 at 300 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #290.

Gary Goldberg Planning Services first reported a position in HES in Q2 2013 and has held it in 7 quarters since. The position peaked at $30K in Q2 2014. 603 funds tracked by Wall St. Rank hold HES as of Q4 2014.

  • Gary Goldberg Planning Services held 300 shares of Hess worth $22K as of Q4 2014.
  • Gary Goldberg Planning Services left its Hess share count unchanged in Q4 2014.
  • Hess made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #290 holding.
  • Gary Goldberg Planning Services first reported a position in Hess in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Hess position peaked at $30K in Q2 2014.
  • 603 funds tracked by Wall St. Rank held Hess as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.