MWM
HES

MinichMacGregor Wealth Management’s Hess HES Stock Holding History

MinichMacGregor 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
2017
Q2 		– Sell
-10
Closed -$467 – 488
2017
Q1 		$0 Buy
10
+3
+43% +$159 ﹤0.01% 472
2016
Q4 		$0 Buy
+7
New +$383 ﹤0.01% 467
2016
Q1 		– Sell
-7
Closed – – 452
2015
Q4 		$0 Buy
+7
New +$397 ﹤0.01% 385

Other funds holding HES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MinichMacGregor Wealth Management's HES Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of Hess (HES) in Q2 2017, closing a stake of 10 shares — an estimated $467 sold.

MinichMacGregor Wealth Management first reported a position in HES in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q1 2017. 500 funds tracked by Wall St. Rank hold HES as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining Hess position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 10 Hess shares in Q2 2017, an estimated $467.
  • MinichMacGregor Wealth Management first reported a position in Hess in Q4 2015 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Hess position peaked at $0 in Q1 2017.
  • 500 funds tracked by Wall St. Rank held Hess as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.