Advisor Group’s H&E Equipment Services HEES Stock Holding History

Advisor Group’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
2019 Q4	$5K	Buy	163 +5	+3%	+$162	﹤0.01%	4658
2019 Q3	$5K	Buy	158 +1	+0.6%	+$27	﹤0.01%	4662
2019 Q2	$5K	Buy	+157	New	+$4.37K	﹤0.01%	4676
2018 Q4	–	Sell	-698	Closed	-$27K	–	5147
2018 Q3	$27K	Sell	698 -116	-14%	-$4.2K	﹤0.01%	3697
2018 Q2	$31K	Sell	814 -7,594	-90%	-$283K	﹤0.01%	3430
2018 Q1	$324K	Sell	8,408 -4,685	-36%	-$184K	﹤0.01%	1630
2017 Q4	$532K	Buy	13,093 +12,763	+3,868%	+$437K	0.01%	1292
2017 Q3	$10K	Buy	+330	New	+$7.67K	﹤0.01%	3963
2017 Q2	–	Sell	-800	Closed	-$20K	–	4842
2017 Q1	$20K	Buy	800 +727	+996%	+$17.8K	﹤0.01%	3365
2016 Q4	$2K	Hold	73	–	–	﹤0.01%	4218
2016 Q3	$1K	Sell	73 -31	-30%	-$532	﹤0.01%	4299
2016 Q2	$1K	Buy	+104	New	+$1.96K	﹤0.01%	4223

Other funds holding HEES

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisor Group's HEES Position: Q4 2019 in Review

Advisor Group increased its H&E Equipment Services (HEES) stake by 3.2% in Q4 2019, buying an estimated $162 and bringing the position to 163 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Advisor Group first reported a position in HEES in Q2 2016 and has held it in 12 quarters since. The position peaked at $532K in Q4 2017. 173 funds tracked by Wall St. Rank hold HEES as of Q4 2019.

Advisor Group held 163 shares of H&E Equipment Services worth $5K as of Q4 2019.
Advisor Group bought 5 H&E Equipment Services shares in Q4 2019, an estimated $162.
H&E Equipment Services made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4658 holding.
Advisor Group first reported a position in H&E Equipment Services in Q2 2016 and has held it in 12 quarters since.
Advisor Group's H&E Equipment Services position peaked at $532K in Q4 2017.
173 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.