NFH
HES

NEXT Financial Holdings’s Hess HES Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$226K Buy
+3,738
New +$206K 0.06% 325

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

NEXT Financial Holdings's HES Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Hess (HES) in Q1 2019: 3,738 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #325 among its holdings.

535 funds tracked by Wall St. Rank hold HES as of Q1 2019.

  • NEXT Financial Holdings held 3,738 shares of Hess worth $226K as of Q1 2019.
  • Hess was a new NEXT Financial Holdings position in Q1 2019.
  • Hess made up 0.06% of NEXT Financial Holdings's portfolio in Q1 2019, its #325 holding.
  • 535 funds tracked by Wall St. Rank held Hess as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.