GWM
HES

Gupta Wealth Management’s Hess HES Stock Holding History

Gupta 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
2016
Q1 		$14K Sell
266
-26
-9% -$1.15K ﹤0.01% 774
2015
Q4 		$14K Sell
292
-20
-6% -$1.14K ﹤0.01% 796
2015
Q3 		$16K Hold
312
– – ﹤0.01% 754
2015
Q2 		$21K Buy
312
+20
+7% +$1.42K 0.01% 720
2015
Q1 		$20K Buy
+292
New +$20.8K 0.01% 601

Other funds holding HES

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's HES Position: Q1 2016 in Review

Gupta Wealth Management reduced its Hess (HES) stake by 8.9% in Q1 2016, selling an estimated $1.15K and leaving 266 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Gupta Wealth Management first reported a position in HES in Q1 2015 and has held it in 5 quarters since. The position peaked at $21K in Q2 2015. 557 funds tracked by Wall St. Rank hold HES as of Q1 2016.

  • Gupta Wealth Management held 266 shares of Hess worth $14K as of Q1 2016.
  • Gupta Wealth Management sold 26 Hess shares in Q1 2016, an estimated $1.15K.
  • Hess made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #774 holding.
  • Gupta Wealth Management first reported a position in Hess in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Hess position peaked at $21K in Q2 2015.
  • 557 funds tracked by Wall St. Rank held Hess as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.