SW
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SVB Wealth’s Hess Midstream HESM Stock Holding History

SVB Wealth’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,740
Closed -$207K – 897
2023
Q2 		$207K Sell
6,740
-829
-11% -$23.9K ﹤0.01% 812
2023
Q1 		$219K Sell
7,569
-839
-10% -$24.4K ﹤0.01% 849
2022
Q4 		$252K Buy
+8,408
New +$240K ﹤0.01% 818
2021
Q4 		– Sell
-14,391
Closed -$406K – 877
2021
Q3 		$406K Buy
14,391
+1,082
+8% +$27.4K 0.01% 671
2021
Q2 		$336K Buy
13,309
+154
+1% +$3.72K ﹤0.01% 713
2021
Q1 		$295K Buy
+13,155
New +$284K ﹤0.01% 696

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return