W
HES

Wealthfront’s Hess HES Stock Holding History

Wealthfront’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
Q3 		$1.66M Buy
23,117
+3,352
+17% +$221K 0.02% 155
2018
Q2 		$1.32M Sell
19,765
-2,162
-10% -$129K 0.01% 191
2018
Q1 		$1.11M Buy
21,927
+372
+2% +$18.2K 0.01% 234
2017
Q4 		$1.02M Buy
21,555
+342
+2% +$15.4K 0.01% 223
2017
Q3 		$995K Buy
21,213
+7,882
+59% +$333K 0.01% 198
2017
Q2 		$585K Buy
13,331
+8,414
+171% +$393K 0.01% 239
2017
Q1 		$237K Buy
4,917
+485
+11% +$25.7K ﹤0.01% 388
2016
Q4 		$276K Buy
4,432
+157
+4% +$8.58K 0.01% 307
2016
Q3 		$229K Sell
4,275
-431
-9% -$23.1K 0.01% 339
2016
Q2 		$283K Buy
4,706
+591
+14% +$34.2K 0.01% 273
2016
Q1 		$217K Buy
+4,115
New +$182K 0.01% 301
2015
Q4 		– Sell
-1,644
Closed -$82K – 603
2015
Q3 		$82K Sell
1,644
-344
-17% -$19.7K ﹤0.01% 441
2015
Q2 		$133K Sell
1,988
-632
-24% -$44.8K 0.01% 350
2015
Q1 		$178K Buy
2,620
+227
+9% +$16.2K 0.01% 269
2014
Q4 		$177K Buy
2,393
+292
+14% +$23.1K 0.01% 243
2014
Q3 		$198K Buy
2,101
+716
+52% +$70.8K 0.01% 157
2014
Q2 		$138K Buy
1,385
+367
+36% +$33.1K 0.01% 161
2014
Q1 		$85K Buy
+1,018
New +$80.9K 0.01% 159

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthfront's HES Position: Q3 2018 in Review

Wealthfront increased its Hess (HES) stake by 17% in Q3 2018, buying an estimated $221K and bringing the position to 23,117 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #155.

Wealthfront first reported a position in HES in Q1 2014 and has held it in 18 quarters since. 560 funds tracked by Wall St. Rank hold HES as of Q3 2018.

  • Wealthfront held 23,117 shares of Hess worth $1.66M as of Q3 2018.
  • Wealthfront bought 3,352 Hess shares in Q3 2018, an estimated $221K.
  • Hess made up 0.02% of Wealthfront's portfolio in Q3 2018, its #155 holding.
  • Wealthfront first reported a position in Hess in Q1 2014 and has held it in 18 quarters since.
  • 560 funds tracked by Wall St. Rank held Hess as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.