Winslow Evans & Crocker’s Hess Midstream HESM Stock Holding History

Winslow Evans & Crocker’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 Q4	$59K	Hold	3,000	–	–	0.01%	560
2020 Q3	$45K	Hold	3,000	–	–	0.01%	479
2020 Q2	$55K	Hold	3,000	–	–	0.01%	448
2020 Q1	$32K	Hold	3,000	–	–	0.01%	506
2019 Q4	$70K	Hold	3,000	–	–	0.02%	445
2019 Q3	$58K	Hold	3,000	–	–	0.02%	472
2019 Q2	$60K	Hold	3,000	–	–	0.02%	476
2019 Q1	$64K	Hold	3,000	–	–	0.02%	452
2018 Q4	$52K	Hold	3,000	–	–	0.02%	452
2018 Q3	$70K	Hold	3,000	–	–	0.02%	430
2018 Q2	$60K	Buy	+3,000	New	+$60.4K	0.02%	458

Other funds holding HESM

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Winslow Evans & Crocker's HESM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Hess Midstream (HESM) position steady in Q4 2020 at 3,000 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #560.

Winslow Evans & Crocker first reported a position in HESM in Q2 2018 and has held it in 11 quarters since. The position peaked at $70K in Q4 2019. 71 funds tracked by Wall St. Rank hold HESM as of Q4 2020.

Winslow Evans & Crocker held 3,000 shares of Hess Midstream worth $59K as of Q4 2020.
Winslow Evans & Crocker left its Hess Midstream share count unchanged in Q4 2020.
Hess Midstream made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #560 holding.
Winslow Evans & Crocker first reported a position in Hess Midstream in Q2 2018 and has held it in 11 quarters since.
Winslow Evans & Crocker's Hess Midstream position peaked at $70K in Q4 2019.
71 funds tracked by Wall St. Rank held Hess Midstream as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.