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Wealthstreet Investment Advisors’s Hess Midstream HESM Stock Holding History

Wealthstreet Investment Advisors’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
2020
Q1 		– Sell
-9,400
Closed -$213K – 320
2019
Q4 		$213K Hold
9,400
– – 0.02% 327
2019
Q3 		$201K Buy
+9,400
New +$183K 0.03% 323

Other funds holding HESM

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's HESM Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Hess Midstream (HESM) in Q1 2020, closing a stake of 9,400 shares — an estimated $213K sold.

Wealthstreet Investment Advisors first reported a position in HESM in Q3 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 64 funds tracked by Wall St. Rank hold HESM as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining Hess Midstream position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,400 Hess Midstream shares in Q1 2020, an estimated $213K.
  • Wealthstreet Investment Advisors first reported a position in Hess Midstream in Q3 2019 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Hess Midstream position peaked at $213K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.