Williams Jones Wealth Management’s Hess Midstream HESM Stock Holding History

Williams Jones Wealth Management’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	-14,200	Closed	-$322K	–	407
2019 Q4	$322K	Sell	14,200 -7,200	-34%	-$151K	0.01%	346
2019 Q3	$412K	Buy	+21,400	New	+$417K	0.01%	292

Other funds holding HESM

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Williams Jones Wealth Management's HESM Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Hess Midstream (HESM) in Q1 2020, closing a stake of 14,200 shares — an estimated $322K sold.

Williams Jones Wealth Management first reported a position in HESM in Q3 2019 and held it in 2 quarters. The position peaked at $412K in Q3 2019. 64 funds tracked by Wall St. Rank hold HESM as of Q1 2020.

Williams Jones Wealth Management reported no remaining Hess Midstream position as of Q1 2020 after selling out during the quarter.
Williams Jones Wealth Management sold 14,200 Hess Midstream shares in Q1 2020, an estimated $322K.
Williams Jones Wealth Management first reported a position in Hess Midstream in Q3 2019 and held it in 2 quarters.
Williams Jones Wealth Management's Hess Midstream position peaked at $412K in Q3 2019.
64 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.