CCM
HEES

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

Cadence 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
Q1 		– Sell
-116,035
Closed -$3.44M – 620
2013
Q4 		$3.44M Sell
116,035
-206,125
-64% -$5.65M 0.13% 292
2013
Q3 		$8.56M Sell
322,160
-73,630
-19% -$1.75M 0.29% 136
2013
Q2 		$8.34M Buy
+395,790
New +$8.28M 0.39% 123

Other funds holding HEES

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Cadence Capital Management's HEES Position: Q1 2014 in Review

Cadence Capital Management sold out of H&E Equipment Services (HEES) in Q1 2014, closing a stake of 116,035 shares — an estimated $3.44M sold.

Cadence Capital Management first reported a position in HEES in Q2 2013 and held it in 3 quarters. The position peaked at $8.56M in Q3 2013. 153 funds tracked by Wall St. Rank hold HEES as of Q1 2014.

  • Cadence Capital Management reported no remaining H&E Equipment Services position as of Q1 2014 after selling out during the quarter.
  • Cadence Capital Management sold 116,035 H&E Equipment Services shares in Q1 2014, an estimated $3.44M.
  • Cadence Capital Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 3 quarters.
  • Cadence Capital Management's H&E Equipment Services position peaked at $8.56M in Q3 2013.
  • 153 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2014.

Based on Cadence Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.