THWM
HES

Taylor Hoffman Wealth Management’s Hess HES Stock Holding History

Taylor Hoffman 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
2018
Q1 		– Sell
-138
Closed -$6.76K – 449
2017
Q4 		$7K Buy
+138
New +$6.22K 0.01% 312

Other funds holding HES

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Taylor Hoffman Wealth Management's HES Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Hess (HES) in Q1 2018, closing a stake of 138 shares — an estimated $6.76K sold.

Taylor Hoffman Wealth Management first reported a position in HES in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 518 funds tracked by Wall St. Rank hold HES as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Hess position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 138 Hess shares in Q1 2018, an estimated $6.76K.
  • Taylor Hoffman Wealth Management first reported a position in Hess in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Hess position peaked at $7K in Q4 2017.
  • 518 funds tracked by Wall St. Rank held Hess as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.