O'Brien Wealth Partners’s Hess HES Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-131	Closed	-$9K	–	122
2018 Q3	$9K	Buy	+131	New	+$8.64K	0.01%	132

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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

O'Brien Wealth Partners's HES Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Hess (HES) in Q4 2018, closing a stake of 131 shares — an estimated $9K sold.

O'Brien Wealth Partners first reported a position in HES in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

O'Brien Wealth Partners reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 131 Hess shares in Q4 2018, an estimated $9K.
O'Brien Wealth Partners first reported a position in Hess in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Hess position peaked at $9K in Q3 2018.
517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.