PWAG
HES

Polaris Wealth Advisory Group’s Hess HES Stock Holding History

Polaris Wealth Advisory Group’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
-100
Closed -$7K – 276
2018
Q3 		$7K Hold
100
– – ﹤0.01% 426
2018
Q2 		$5K Hold
100
– – ﹤0.01% 225
2018
Q1 		$5K Buy
+100
New +$4.9K ﹤0.01% 404
2015
Q2 		– Sell
-74,060
Closed -$5.03M – 78
2015
Q1 		$5.03M Buy
+74,060
New +$5.28M 0.91% 40
2014
Q4 		– Sell
-32,911
Closed -$3.1M – 79
2014
Q3 		$3.1M Buy
32,911
+4,406
+15% +$436K 0.7% 27
2014
Q2 		$2.82M Buy
+28,505
New +$2.57M 0.63% 25

Other funds holding HES

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Polaris Wealth Advisory Group's HES Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Hess (HES) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in HES in Q2 2014 and held it in 6 quarters. The position peaked at $5.03M in Q1 2015. 517 funds tracked by Wall St. Rank hold HES as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Hess position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Hess shares in Q4 2018, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in Hess in Q2 2014 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Hess position peaked at $5.03M in Q1 2015.
  • 517 funds tracked by Wall St. Rank held Hess as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.