Brandywine Oak Private Wealth’s H&E Equipment Services HEES Stock Holding History

Brandywine Oak Private Wealth’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	-3,439	Closed	-$69K	–	381
2018 Q4	$69K	Buy	+3,439	New	+$84.3K	0.02%	324

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brandywine Oak Private Wealth's HEES Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of H&E Equipment Services (HEES) in Q1 2019, closing a stake of 3,439 shares — an estimated $69K sold.

Brandywine Oak Private Wealth first reported a position in HEES in Q4 2018 and held it in 1 quarter. The position peaked at $69K in Q4 2018. 140 funds tracked by Wall St. Rank hold HEES as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining H&E Equipment Services position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,439 H&E Equipment Services shares in Q1 2019, an estimated $69K.
Brandywine Oak Private Wealth first reported a position in H&E Equipment Services in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's H&E Equipment Services position peaked at $69K in Q4 2018.
140 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.