AP
HEES

Advisors Preferred’s H&E Equipment Services HEES Stock Holding History

Advisors Preferred’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
2015
Q1 		– Sell
-2,864
Closed -$80.4K – 293
2014
Q4 		$80.4K Buy
+2,864
New +$97.2K 0.04% 205

Other funds holding HEES

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Advisors Preferred's HEES Position: Q1 2015 in Review

Advisors Preferred sold out of H&E Equipment Services (HEES) in Q1 2015, closing a stake of 2,864 shares — an estimated $80.4K sold.

Advisors Preferred first reported a position in HEES in Q4 2014 and held it in 1 quarter. The position peaked at $80.4K in Q4 2014. 151 funds tracked by Wall St. Rank hold HEES as of Q1 2015.

  • Advisors Preferred reported no remaining H&E Equipment Services position as of Q1 2015 after selling out during the quarter.
  • Advisors Preferred sold 2,864 H&E Equipment Services shares in Q1 2015, an estimated $80.4K.
  • Advisors Preferred first reported a position in H&E Equipment Services in Q4 2014 and held it in 1 quarter.
  • Advisors Preferred's H&E Equipment Services position peaked at $80.4K in Q4 2014.
  • 151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2015.

Based on Advisors Preferred's 13F filing for Q1 2015, filed 6 May 2015.