Point View Wealth Management’s Hess HES Stock Holding History

Point View 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
2020 Q3	–	Sell	-4,198	Closed	-$217K	–	261
2020 Q2	$217K	Buy	+4,198	New	+$192K	0.1%	224
2020 Q1	–	Sell	-4,306	Closed	-$288K	–	261
2019 Q4	$288K	Hold	4,306	–	–	0.12%	211
2019 Q3	$260K	Sell	4,306 -731	-15%	-$45.5K	0.12%	217
2019 Q2	$320K	Buy	5,037 +310	+7%	+$19.2K	0.14%	188
2019 Q1	$285K	Buy	+4,727	New	+$260K	0.13%	198
2018 Q4	–	Sell	-2,826	Closed	-$202K	–	260
2018 Q3	$202K	Buy	+2,826	New	+$186K	0.09%	242
2017 Q4	–	Sell	-4,427	Closed	-$208K	–	261
2017 Q3	$208K	Buy	+4,427	New	+$187K	0.1%	227
2017 Q2	–	Sell	-4,368	Closed	-$211K	–	261
2017 Q1	$211K	Buy	4,368 +319	+8%	+$16.9K	0.11%	217
2016 Q4	$252K	Sell	4,049 -27	-0.7%	-$1.48K	0.15%	179
2016 Q3	$219K	Buy	4,076 +29	+0.7%	+$1.55K	0.13%	192
2016 Q2	$243K	Sell	4,047 -8	-0.2%	-$463	0.15%	190
2016 Q1	$213K	Buy	+4,055	New	+$179K	0.14%	192
2014 Q3	–	Sell	-2,289	Closed	-$226K	–	188
2014 Q2	$226K	Sell	2,289 -254	-10%	-$22.9K	0.2%	158
2014 Q1	$211K	Hold	2,543	–	–	0.19%	158
2013 Q4	$211K	Buy	+2,543	New	+$207K	0.2%	151

Other funds holding HES

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

Point View Wealth Management's HES Position: Q3 2020 in Review

Point View Wealth Management sold out of Hess (HES) in Q3 2020, closing a stake of 4,198 shares — an estimated $217K sold.

Point View Wealth Management first reported a position in HES in Q4 2013 and held it in 15 quarters. The position peaked at $320K in Q2 2019. 456 funds tracked by Wall St. Rank hold HES as of Q3 2020.

Point View Wealth Management reported no remaining Hess position as of Q3 2020 after selling out during the quarter.
Point View Wealth Management sold 4,198 Hess shares in Q3 2020, an estimated $217K.
Point View Wealth Management first reported a position in Hess in Q4 2013 and held it in 15 quarters.
Point View Wealth Management's Hess position peaked at $320K in Q2 2019.
456 funds tracked by Wall St. Rank held Hess as of Q3 2020.

Based on Point View Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.