BCM
HEES

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

Brookstone 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
2015
Q4 		– Sell
-225
Closed -$4K – 459
2015
Q3 		$4K Hold
225
– – ﹤0.01% 1526
2015
Q2 		$4K Buy
+225
New +$5.39K ﹤0.01% 1615

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Brookstone Capital Management's HEES Position: Q4 2015 in Review

Brookstone Capital Management sold out of H&E Equipment Services (HEES) in Q4 2015, closing a stake of 225 shares — an estimated $4K sold.

Brookstone Capital Management first reported a position in HEES in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 123 funds tracked by Wall St. Rank hold HEES as of Q4 2015.

  • Brookstone Capital Management reported no remaining H&E Equipment Services position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 225 H&E Equipment Services shares in Q4 2015, an estimated $4K.
  • Brookstone Capital Management first reported a position in H&E Equipment Services in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's H&E Equipment Services position peaked at $4K in Q3 2015.
  • 123 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.