MWPCG
HES

Measured Wealth Private Client Group’s Hess HES Stock Holding History

Measured Wealth Private Client Group’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
-640
Closed -$46K – 358
2018
Q3 		$46K Buy
+640
New +$42.2K 0.03% 375

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

Measured Wealth Private Client Group's HES Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Hess (HES) in Q4 2018, closing a stake of 640 shares — an estimated $46K sold.

Measured Wealth Private Client Group first reported a position in HES in Q3 2018 and held it in 1 quarter. The position peaked at $46K in Q3 2018. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 640 Hess shares in Q4 2018, an estimated $46K.
  • Measured Wealth Private Client Group first reported a position in Hess in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Hess position peaked at $46K in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.