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 		$3.81K 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 $5.7T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return