MWP
HES

MYCIO Wealth Partners’s Hess HES Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-50
Closed -$3K – 405
2016
Q3 		$3K Hold
50
– – ﹤0.01% 711
2016
Q2 		$3K Hold
50
– – ﹤0.01% 786
2016
Q1 		$3K Buy
50
+10
+25% +$442 ﹤0.01% 651
2015
Q4 		$2K Hold
40
– – ﹤0.01% 675
2015
Q3 		$2K Hold
40
– – ﹤0.01% 752
2015
Q2 		$3K Buy
40
+10
+33% +$709 ﹤0.01% 633
2015
Q1 		$2K Hold
30
– – ﹤0.01% 610
2014
Q4 		$2K Buy
30
+15
+100% +$1.19K ﹤0.01% 581
2014
Q3 		$1K Buy
15
+7
+88% +$692 ﹤0.01% 600
2014
Q2 		$1K Buy
+8
New +$722 ﹤0.01% 609

Other funds holding HES

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MYCIO Wealth Partners's HES Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Hess (HES) in Q4 2016, closing a stake of 50 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in HES in Q2 2014 and held it in 10 quarters. The position peaked at $3K in Q3 2016. 570 funds tracked by Wall St. Rank hold HES as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Hess position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 50 Hess shares in Q4 2016, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in Hess in Q2 2014 and held it in 10 quarters.
  • MYCIO Wealth Partners's Hess position peaked at $3K in Q3 2016.
  • 570 funds tracked by Wall St. Rank held Hess as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.