Brown Advisory’s H&E Equipment Services HEES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-10,800
Closed -$265K 1236
2017
Q1
$265K Hold
10,800
﹤0.01% 1020
2016
Q4
$251K Buy
10,800
+197
+2% +$3.61K ﹤0.01% 996
2016
Q3
$178K Buy
+10,603
New +$182K ﹤0.01% 1024

Other funds holding HEES

Brown Advisory's HEES Position: Q2 2017 in Review

Brown Advisory sold out of H&E Equipment Services (HEES) in Q2 2017, closing a stake of 10,800 shares — an estimated $265K sold.

Brown Advisory first reported a position in HEES in Q3 2016 and held it in 3 quarters. The position peaked at $265K in Q1 2017. 133 funds tracked by Wall St. Rank hold HEES as of Q2 2017.

  • Brown Advisory reported no remaining H&E Equipment Services position as of Q2 2017 after selling out during the quarter.
  • Brown Advisory sold 10,800 H&E Equipment Services shares in Q2 2017, an estimated $265K.
  • Brown Advisory first reported a position in H&E Equipment Services in Q3 2016 and held it in 3 quarters.
  • Brown Advisory's H&E Equipment Services position peaked at $265K in Q1 2017.
  • 133 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2017.

Based on Brown Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.