AIM
HEES

Acrospire Investment Management’s H&E Equipment Services HEES Stock Holding History

Acrospire Investment Management’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-416
Closed -$10K – 2318
2017
Q1 		$10K Buy
+416
New +$10.2K 0.01% 1864
2016
Q4 		– Sell
-4,521
Closed -$76K – 2296
2016
Q3 		$76K Sell
4,521
-2,479
-35% -$42.5K 0.05% 757
2016
Q2 		$133K Buy
7,000
+5,700
+438% +$107K 0.1% 248
2016
Q1 		$23K Buy
+1,300
New +$18.8K 0.02% 1470

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acrospire Investment Management's HEES Position: Q2 2017 in Review

Acrospire Investment Management sold out of H&E Equipment Services (HEES) in Q2 2017, closing a stake of 416 shares — an estimated $10K sold.

Acrospire Investment Management first reported a position in HEES in Q1 2016 and held it in 4 quarters. The position peaked at $133K in Q2 2016. 133 funds tracked by Wall St. Rank hold HEES as of Q2 2017.

  • Acrospire Investment Management reported no remaining H&E Equipment Services position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 416 H&E Equipment Services shares in Q2 2017, an estimated $10K.
  • Acrospire Investment Management first reported a position in H&E Equipment Services in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's H&E Equipment Services position peaked at $133K in Q2 2016.
  • 133 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.