WA
HES

WFG Advisors’s Hess HES Stock Holding History

WFG Advisors’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
2017
Q2 		$0 Hold
7
– – ﹤0.01% 1600
2017
Q1 		$0 Hold
7
– – ﹤0.01% 1562
2016
Q4 		$0 Sell
7
-15
-68% -$820 ﹤0.01% 1625
2016
Q3 		$1K Hold
22
– – ﹤0.01% 1470
2016
Q2 		$1K Hold
22
– – ﹤0.01% 1457
2016
Q1 		$1K Sell
22
-120
-85% -$5.3K ﹤0.01% 1418
2015
Q4 		$7K Hold
142
– – ﹤0.01% 1157
2015
Q3 		$7K Buy
142
+1
+0.7% +$57 ﹤0.01% 1179
2015
Q2 		$9K Hold
141
– – ﹤0.01% 1215
2015
Q1 		$10K Hold
141
– – ﹤0.01% 1203
2014
Q4 		$10K Buy
141
+120
+571% +$9.51K ﹤0.01% 1459
2014
Q3 		$2K Hold
21
– – ﹤0.01% 1870
2014
Q2 		$2K Hold
21
– – ﹤0.01% 1818
2014
Q1 		$2K Hold
21
– – ﹤0.01% 1801
2013
Q4 		$2K Hold
21
– – ﹤0.01% 1964
2013
Q3 		$2K Sell
21
-200
-90% -$14.9K ﹤0.01% 1930
2013
Q2 		$15K Buy
+221
New +$15.3K ﹤0.01% 1313

Other funds holding HES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
EM
Elliott Management New York $11.8B AUM 20.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's HES Position: Q2 2017 in Review

WFG Advisors held its Hess (HES) position steady in Q2 2017 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

WFG Advisors first reported a position in HES in Q2 2013 and has held it in 17 quarters since. The position peaked at $15K in Q2 2013. 500 funds tracked by Wall St. Rank hold HES as of Q2 2017.

  • WFG Advisors held 7 shares of Hess worth $0 as of Q2 2017.
  • WFG Advisors left its Hess share count unchanged in Q2 2017.
  • Hess made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1600 holding.
  • WFG Advisors first reported a position in Hess in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Hess position peaked at $15K in Q2 2013.
  • 500 funds tracked by Wall St. Rank held Hess as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.