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Wealthspire Advisors (Maryland)’s Hess HES Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,746
Closed -$105K – 1110
2019
Q1 		$105K Sell
1,746
-32
-2% -$1.76K 0.01% 625
2018
Q4 		$72K Buy
1,778
+146
+9% +$8.32K 0.01% 718
2018
Q3 		$117K Sell
1,632
-752
-32% -$49.6K 0.01% 621
2018
Q2 		$159K Buy
2,384
+44
+2% +$2.63K 0.01% 528
2018
Q1 		$118K Buy
2,340
+19
+0.8% +$931 0.01% 650
2017
Q4 		$110K Buy
2,321
+231
+11% +$10.4K 0.01% 674
2017
Q3 		$98K Buy
2,090
+48
+2% +$2.03K 0.01% 720
2017
Q2 		$90K Buy
2,042
+1,397
+217% +$65.3K 0.01% 727
2017
Q1 		$31K Buy
645
+180
+39% +$9.53K ﹤0.01% 942
2016
Q4 		$29K Buy
465
+69
+17% +$3.77K ﹤0.01% 916
2016
Q3 		$21K Sell
396
-637
-62% -$34.1K ﹤0.01% 1036
2016
Q2 		$62K Buy
1,033
+577
+127% +$33.4K 0.01% 671
2016
Q1 		$24K Sell
456
-490
-52% -$21.7K ﹤0.01% 901
2015
Q4 		$46K Buy
+946
New +$53.7K 0.01% 737

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HES Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hess (HES) in Q2 2019, closing a stake of 1,746 shares — an estimated $105K sold.

Wealthspire Advisors (Maryland) first reported a position in HES in Q4 2015 and held it in 14 quarters. The position peaked at $159K in Q2 2018. 520 funds tracked by Wall St. Rank hold HES as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hess position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,746 Hess shares in Q2 2019, an estimated $105K.
  • Wealthspire Advisors (Maryland) first reported a position in Hess in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Hess position peaked at $159K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Hess as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.