YorkBridge Wealth Partners’s Hess HES Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-504	Closed	-$20K	–	758
2018 Q4	$20K	Sell	504 -194	-28%	-$11.1K	0.01%	461
2018 Q3	$52K	Sell	698 -120	-15%	-$7.91K	0.02%	352
2018 Q2	$55K	Sell	818 -26	-3%	-$1.55K	0.02%	356
2018 Q1	$46K	Hold	844	–	–	0.02%	377
2017 Q4	$38K	Sell	844 -1,313	-61%	-$59.2K	0.02%	399
2017 Q3	$101K	Buy	2,157 +146	+7%	+$6.17K	0.05%	280
2017 Q2	$91K	Hold	2,011	–	–	0.05%	292
2017 Q1	$95K	Buy	2,011 +1,550	+336%	+$82.1K	0.05%	270
2016 Q4	$24K	Buy	+461	New	+$25.2K	0.01%	450

Other funds holding HES

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

YorkBridge Wealth Partners's HES Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Hess (HES) in Q1 2019, closing a stake of 504 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in HES in Q4 2016 and held it in 9 quarters. The position peaked at $101K in Q3 2017. 535 funds tracked by Wall St. Rank hold HES as of Q1 2019.

YorkBridge Wealth Partners reported no remaining Hess position as of Q1 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 504 Hess shares in Q1 2019, an estimated $20K.
YorkBridge Wealth Partners first reported a position in Hess in Q4 2016 and held it in 9 quarters.
YorkBridge Wealth Partners's Hess position peaked at $101K in Q3 2017.
535 funds tracked by Wall St. Rank held Hess as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.