SIAP
HES

Sterling Investment Advisors (Pennsylvania)’s Hess HES Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-69
Closed -$3K – 351
2017
Q2 		$3K Buy
+69
New +$3.23K ﹤0.01% 344

Other funds holding HES

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EM
Elliott Management New York $11.8B AUM 20.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HES Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Hess (HES) in Q3 2017, closing a stake of 69 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HES in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 488 funds tracked by Wall St. Rank hold HES as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Hess position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 69 Hess shares in Q3 2017, an estimated $3K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Hess in Q2 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Hess position peaked at $3K in Q2 2017.
  • 488 funds tracked by Wall St. Rank held Hess as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.