BRWA
HEES

B. Riley Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

B. Riley Wealth Advisors’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
-7
Closed – – 1168
2014
Q4 		$0 Buy
+7
New +$238 ﹤0.01% 3706
2014
Q3 		– Sell
-7
Closed -$256 – 1171
2014
Q2 		$256 Buy
+7
New +$257 ﹤0.01% 2401

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

B. Riley Wealth Advisors's HEES Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of H&E Equipment Services (HEES) in Q1 2015, closing a stake of 7 shares.

B. Riley Wealth Advisors first reported a position in HEES in Q2 2014 and held it in 2 quarters. The position peaked at $256 in Q2 2014. 151 funds tracked by Wall St. Rank hold HEES as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining H&E Equipment Services position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7 H&E Equipment Services shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in H&E Equipment Services in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's H&E Equipment Services position peaked at $256 in Q2 2014.
  • 151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.