AF
HEES

Arrow Financial’s H&E Equipment Services HEES Stock Holding History

Arrow Financial’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
2016
Q1 		– Sell
-138
Closed -$2K – 412
2015
Q4 		$2K Buy
+138
New +$2.53K ﹤0.01% 434

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrow Financial's HEES Position: Q1 2016 in Review

Arrow Financial sold out of H&E Equipment Services (HEES) in Q1 2016, closing a stake of 138 shares — an estimated $2K sold.

Arrow Financial first reported a position in HEES in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 115 funds tracked by Wall St. Rank hold HEES as of Q1 2016.

  • Arrow Financial reported no remaining H&E Equipment Services position as of Q1 2016 after selling out during the quarter.
  • Arrow Financial sold 138 H&E Equipment Services shares in Q1 2016, an estimated $2K.
  • Arrow Financial first reported a position in H&E Equipment Services in Q4 2015 and held it in 1 quarter.
  • Arrow Financial's H&E Equipment Services position peaked at $2K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2016.

Based on Arrow Financial's 13F filing for Q1 2016, filed 4 May 2016.