SWM
HES

Selective Wealth Management’s Hess HES Stock Holding History

Selective 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
-49
Closed -$3K – 354
2020
Q2 		$3K Hold
49
– – ﹤0.01% 344
2020
Q1 		$2K Hold
49
– – ﹤0.01% 281
2019
Q4 		$3K Hold
49
– – ﹤0.01% 259
2019
Q3 		$3K Buy
+49
New +$3.05K ﹤0.01% 264

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Selective Wealth Management's HES Position: Q3 2020 in Review

Selective Wealth Management sold out of Hess (HES) in Q3 2020, closing a stake of 49 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in HES in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 457 funds tracked by Wall St. Rank hold HES as of Q3 2020.

  • Selective Wealth Management reported no remaining Hess position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 49 Hess shares in Q3 2020, an estimated $3K.
  • Selective Wealth Management first reported a position in Hess in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's Hess position peaked at $3K in Q2 2020.
  • 457 funds tracked by Wall St. Rank held Hess as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.