LWCFA
HES

Loring Wolcott & Coolidge Fiduciary Advisors’s Hess HES Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2016
Q3 		– Sell
-100
Closed -$6K – 617
2016
Q2 		$6K Hold
100
– – ﹤0.01% 581
2016
Q1 		$5K Hold
100
– – ﹤0.01% 578
2015
Q4 		$5K Hold
100
– – ﹤0.01% 597
2015
Q3 		$7K Hold
100
– – ﹤0.01% 566
2015
Q2 		$7K Hold
100
– – ﹤0.01% 566
2015
Q1 		$7K Hold
100
– – ﹤0.01% 582
2014
Q4 		$7K Buy
+100
New +$7.92K ﹤0.01% 582

Other funds holding HES

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HES Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Hess (HES) in Q3 2016, closing a stake of 100 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HES in Q4 2014 and held it in 7 quarters. The position peaked at $7K in Q3 2015. 547 funds tracked by Wall St. Rank hold HES as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Hess position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Hess shares in Q3 2016, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Hess in Q4 2014 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Hess position peaked at $7K in Q3 2015.
  • 547 funds tracked by Wall St. Rank held Hess as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.