RIA
HES

Regal Investment Advisors’s Hess HES Stock Holding History

Regal Investment Advisors’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
2014
Q2 		– Sell
-2,217
Closed -$184K – 922
2014
Q1 		$184K Hold
2,217
– – 0.08% 192
2013
Q4 		$184K Buy
+2,217
New +$180K 0.11% 154

Other funds holding HES

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
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
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Regal Investment Advisors's HES Position: Q2 2014 in Review

Regal Investment Advisors sold out of Hess (HES) in Q2 2014, closing a stake of 2,217 shares — an estimated $184K sold.

Regal Investment Advisors first reported a position in HES in Q4 2013 and held it in 2 quarters. The position peaked at $184K in Q1 2014. 660 funds tracked by Wall St. Rank hold HES as of Q2 2014.

  • Regal Investment Advisors reported no remaining Hess position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 2,217 Hess shares in Q2 2014, an estimated $184K.
  • Regal Investment Advisors first reported a position in Hess in Q4 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Hess position peaked at $184K in Q1 2014.
  • 660 funds tracked by Wall St. Rank held Hess as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.