RKL Wealth Management’s Hess HES Stock Holding History

RKL 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
2017 Q4	–	Sell	-6,816	Closed	-$321K	–	143
2017 Q3	$321K	Buy	6,816 +737	+12%	+$31.2K	0.09%	121
2017 Q2	$266K	Buy	+6,079	New	+$284K	0.08%	128

Other funds holding HES

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

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

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RKL Wealth Management's HES Position: Q4 2017 in Review

RKL Wealth Management sold out of Hess (HES) in Q4 2017, closing a stake of 6,816 shares — an estimated $321K sold.

RKL Wealth Management first reported a position in HES in Q2 2017 and held it in 2 quarters. The position peaked at $321K in Q3 2017. 524 funds tracked by Wall St. Rank hold HES as of Q4 2017.

RKL Wealth Management reported no remaining Hess position as of Q4 2017 after selling out during the quarter.
RKL Wealth Management sold 6,816 Hess shares in Q4 2017, an estimated $321K.
RKL Wealth Management first reported a position in Hess in Q2 2017 and held it in 2 quarters.
RKL Wealth Management's Hess position peaked at $321K in Q3 2017.
524 funds tracked by Wall St. Rank held Hess as of Q4 2017.

Based on RKL Wealth Management's 13F filing for Q4 2017, filed 2 Feb 2018.