IWM
HES

IHT Wealth Management’s Hess HES Stock Holding History

IHT 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
2018
Q2 		– Sell
-1,723
Closed -$84K – 824
2018
Q1 		$84K Buy
1,723
+7
+0.4% +$343 0.02% 529
2017
Q4 		$90K Buy
1,716
+1,299
+312% +$58.6K 0.02% 520
2017
Q3 		$18K Sell
417
-214
-34% -$9.05K 0.01% 804
2017
Q2 		$3.81M Sell
631
-118
-16% -$5.51K 1.85% 4
2017
Q1 		$35K Sell
749
-197
-21% -$10.4K 0.02% 513
2016
Q4 		$59K Buy
+946
New +$51.7K 0.04% 356

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IHT Wealth Management's HES Position: Q2 2018 in Review

IHT Wealth Management sold out of Hess (HES) in Q2 2018, closing a stake of 1,723 shares — an estimated $84K sold.

IHT Wealth Management first reported a position in HES in Q4 2016 and held it in 6 quarters. The position peaked at $3.81M in Q2 2017. 538 funds tracked by Wall St. Rank hold HES as of Q2 2018.

  • IHT Wealth Management reported no remaining Hess position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,723 Hess shares in Q2 2018, an estimated $84K.
  • IHT Wealth Management first reported a position in Hess in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Hess position peaked at $3.81M in Q2 2017.
  • 538 funds tracked by Wall St. Rank held Hess as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.