BCM
HEES

Barometer Capital Management’s H&E Equipment Services HEES Stock Holding History

Barometer Capital Management’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
2014
Q2 		– Sell
-79,000
Closed -$3.19M – 116
2014
Q1 		$3.19M Buy
+79,000
New +$2.62M 0.69% 26

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Barometer Capital Management's HEES Position: Q2 2014 in Review

Barometer Capital Management sold out of H&E Equipment Services (HEES) in Q2 2014, closing a stake of 79,000 shares — an estimated $3.19M sold.

Barometer Capital Management first reported a position in HEES in Q1 2014 and held it in 1 quarter. The position peaked at $3.19M in Q1 2014. 158 funds tracked by Wall St. Rank hold HEES as of Q2 2014.

  • Barometer Capital Management reported no remaining H&E Equipment Services position as of Q2 2014 after selling out during the quarter.
  • Barometer Capital Management sold 79,000 H&E Equipment Services shares in Q2 2014, an estimated $3.19M.
  • Barometer Capital Management first reported a position in H&E Equipment Services in Q1 2014 and held it in 1 quarter.
  • Barometer Capital Management's H&E Equipment Services position peaked at $3.19M in Q1 2014.
  • 158 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2014.

Based on Barometer Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.