BC
HEES

Banced Corp’s H&E Equipment Services HEES Stock Holding History

Banced Corp’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
Q1 		– Sell
-11,821
Closed -$241K – 37
2018
Q4 		$241K Buy
11,821
+1,603
+16% +$39.3K 0.52% 84
2018
Q3 		$386K Buy
10,218
+384
+4% +$13.9K 0.66% 66
2018
Q2 		$370K Buy
9,834
+37
+0.4% +$1.38K 0.63% 68
2018
Q1 		$377K Sell
9,797
-1,926
-16% -$75.7K 0.67% 67
2017
Q4 		$477K Sell
11,723
-3,976
-25% -$136K 0.79% 54
2017
Q3 		$458K Sell
15,699
-312
-2% -$7.25K 0.8% 56
2017
Q2 		$327K Buy
16,011
+1,765
+12% +$37K 0.6% 82
2017
Q1 		$349K Sell
14,246
-1,668
-10% -$40.8K 0.64% 76
2016
Q4 		$370K Sell
15,914
-1,631
-9% -$29.9K 0.7% 71
2016
Q3 		$294K Buy
17,545
+1,078
+7% +$18.5K 0.58% 83
2016
Q2 		$275K Sell
16,467
-150
-0.9% -$2.82K 0.52% 88
2016
Q1 		$291K Buy
16,617
+893
+6% +$12.9K 0.51% 83
2015
Q4 		$275K Sell
15,724
-743
-5% -$13.6K 0.49% 87
2015
Q3 		$275K Buy
+16,467
New +$289K 0.51% 91

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Banced Corp's HEES Position: Q1 2019 in Review

Banced Corp sold out of H&E Equipment Services (HEES) in Q1 2019, closing a stake of 11,821 shares — an estimated $241K sold.

Banced Corp first reported a position in HEES in Q3 2015 and held it in 14 quarters. The position peaked at $477K in Q4 2017. 140 funds tracked by Wall St. Rank hold HEES as of Q1 2019.

  • Banced Corp reported no remaining H&E Equipment Services position as of Q1 2019 after selling out during the quarter.
  • Banced Corp sold 11,821 H&E Equipment Services shares in Q1 2019, an estimated $241K.
  • Banced Corp first reported a position in H&E Equipment Services in Q3 2015 and held it in 14 quarters.
  • Banced Corp's H&E Equipment Services position peaked at $477K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2019.

Based on Banced Corp's 13F filing for Q1 2019.