BAM
HEES

Brave Asset Management’s H&E Equipment Services HEES Stock Holding History

Brave Asset 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
2016
Q1 		– Sell
-14,000
Closed -$245K – 428
2015
Q4 		$245K Sell
14,000
-500
-3% -$9.18K 0.17% 116
2015
Q3 		$242K Buy
+14,500
New +$255K 0.18% 110

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

Brave Asset Management's HEES Position: Q1 2016 in Review

Brave Asset Management sold out of H&E Equipment Services (HEES) in Q1 2016, closing a stake of 14,000 shares — an estimated $245K sold.

Brave Asset Management first reported a position in HEES in Q3 2015 and held it in 2 quarters. The position peaked at $245K in Q4 2015. 115 funds tracked by Wall St. Rank hold HEES as of Q1 2016.

  • Brave Asset Management reported no remaining H&E Equipment Services position as of Q1 2016 after selling out during the quarter.
  • Brave Asset Management sold 14,000 H&E Equipment Services shares in Q1 2016, an estimated $245K.
  • Brave Asset Management first reported a position in H&E Equipment Services in Q3 2015 and held it in 2 quarters.
  • Brave Asset Management's H&E Equipment Services position peaked at $245K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2016.

Based on Brave Asset Management's 13F filing for Q1 2016, filed 12 May 2016.