GCA
HES

Gideon Capital Advisors’s Hess HES Stock Holding History

Gideon Capital 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
-6,171
Closed -$250K – 431
2018
Q4 		$250K Buy
6,171
+2,202
+55% +$126K 0.1% 307
2018
Q3 		$284K Buy
+3,969
New +$262K 0.13% 252

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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Gideon Capital Advisors's HES Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Hess (HES) in Q1 2019, closing a stake of 6,171 shares — an estimated $250K sold.

Gideon Capital Advisors first reported a position in HES in Q3 2018 and held it in 2 quarters. The position peaked at $284K in Q3 2018. 535 funds tracked by Wall St. Rank hold HES as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Hess position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,171 Hess shares in Q1 2019, an estimated $250K.
  • Gideon Capital Advisors first reported a position in Hess in Q3 2018 and held it in 2 quarters.
  • Gideon Capital Advisors's Hess position peaked at $284K in Q3 2018.
  • 535 funds tracked by Wall St. Rank held Hess as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.