Capital Fund Management (CFM)’s H&E Equipment Services HEES Stock Holding History

Capital Fund Management (CFM)’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
2018 Q4	–	Sell	-17,600	Closed	-$665K	–	1997
2018 Q3	$665K	Buy	+17,600	New	+$637K	﹤0.01%	1505
2016 Q4	–	Sell	-13,500	Closed	-$226K	–	1740
2016 Q3	$226K	Buy	+13,500	New	+$232K	﹤0.01%	1469

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return

Capital Fund Management (CFM)'s HEES Position: Q4 2018 in Review

Capital Fund Management (CFM) sold out of H&E Equipment Services (HEES) in Q4 2018, closing a stake of 17,600 shares — an estimated $665K sold.

Capital Fund Management (CFM) first reported a position in HEES in Q3 2016 and held it in 2 quarters. The position peaked at $665K in Q3 2018. 135 funds tracked by Wall St. Rank hold HEES as of Q4 2018.

Capital Fund Management (CFM) reported no remaining H&E Equipment Services position as of Q4 2018 after selling out during the quarter.
Capital Fund Management (CFM) sold 17,600 H&E Equipment Services shares in Q4 2018, an estimated $665K.
Capital Fund Management (CFM) first reported a position in H&E Equipment Services in Q3 2016 and held it in 2 quarters.
Capital Fund Management (CFM)'s H&E Equipment Services position peaked at $665K in Q3 2018.
135 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2018, filed 13 Feb 2019.