KJWM
HES

Kiley Juergens Wealth Management’s Hess HES Stock Holding History

Kiley Juergens 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
Q4 		– Sell
-600
Closed -$42K – 291
2018
Q3 		$42K Hold
600
– – 0.03% 255
2018
Q2 		$40K Buy
+600
New +$35.8K 0.04% 231
2018
Q1 		– Sell
-600
Closed -$28K – 300
2017
Q4 		$28K Buy
+600
New +$27.1K 0.03% 293

Other funds holding HES

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Kiley Juergens Wealth Management's HES Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Hess (HES) in Q4 2018, closing a stake of 600 shares — an estimated $42K sold.

Kiley Juergens Wealth Management first reported a position in HES in Q4 2017 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 600 Hess shares in Q4 2018, an estimated $42K.
  • Kiley Juergens Wealth Management first reported a position in Hess in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Hess position peaked at $42K in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.