Moneta Group Investment Advisors’s Hess HES Stock Holding History

Moneta Group Investment 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
2018 Q4	–	Sell	-3,223	Closed	-$231K	–	225
2018 Q3	$231K	Buy	+3,223	New	+$212K	0.02%	202
2018 Q2	–	Sell	-2,850	Closed	-$144K	–	488
2018 Q1	$144K	Sell	2,850 -5	-0.2%	-$245	0.02%	219
2017 Q4	$136K	Buy	+2,855	New	+$129K	0.02%	221
2015 Q4	–	Sell	-2,850	Closed	-$143K	–	259
2015 Q3	$143K	Buy	+2,850	New	+$163K	0.04%	149
2014 Q4	–	Sell	-3,940	Closed	-$372K	–	142
2014 Q3	$372K	Buy	3,940 +690	+21%	+$68.2K	0.19%	86
2014 Q2	$321K	Hold	3,250	–	–	0.17%	101
2014 Q1	$269K	Hold	3,250	–	–	0.16%	96
2013 Q4	$270K	Hold	3,250	–	–	0.16%	102
2013 Q3	$251K	Hold	3,250	–	–	0.17%	94
2013 Q2	$216K	Buy	+3,250	New	+$225K	0.15%	105

Other funds holding HES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Moneta Group Investment Advisors's HES Position: Q4 2018 in Review

Moneta Group Investment Advisors sold out of Hess (HES) in Q4 2018, closing a stake of 3,223 shares — an estimated $231K sold.

Moneta Group Investment Advisors first reported a position in HES in Q2 2013 and held it in 10 quarters. The position peaked at $372K in Q3 2014. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

Moneta Group Investment Advisors reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,223 Hess shares in Q4 2018, an estimated $231K.
Moneta Group Investment Advisors first reported a position in Hess in Q2 2013 and held it in 10 quarters.
Moneta Group Investment Advisors's Hess position peaked at $372K in Q3 2014.
517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.