CPIM
HEES

Columbia Partners Investment Management’s H&E Equipment Services HEES Stock Holding History

Columbia Partners Investment 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
Q1 		– Sell
-229,325
Closed -$6.44M – 338
2014
Q4 		$6.44M Sell
229,325
-102,293
-31% -$3.47M 0.33% 112
2014
Q3 		$13.4M Buy
+331,618
New +$12.9M 0.68% 36

Other funds holding HEES

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Columbia Partners Investment Management's HEES Position: Q1 2015 in Review

Columbia Partners Investment Management sold out of H&E Equipment Services (HEES) in Q1 2015, closing a stake of 229,325 shares — an estimated $6.44M sold.

Columbia Partners Investment Management first reported a position in HEES in Q3 2014 and held it in 2 quarters. The position peaked at $13.4M in Q3 2014. 151 funds tracked by Wall St. Rank hold HEES as of Q1 2015.

  • Columbia Partners Investment Management reported no remaining H&E Equipment Services position as of Q1 2015 after selling out during the quarter.
  • Columbia Partners Investment Management sold 229,325 H&E Equipment Services shares in Q1 2015, an estimated $6.44M.
  • Columbia Partners Investment Management first reported a position in H&E Equipment Services in Q3 2014 and held it in 2 quarters.
  • Columbia Partners Investment Management's H&E Equipment Services position peaked at $13.4M in Q3 2014.
  • 151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2015.

Based on Columbia Partners Investment Management's 13F filing for Q1 2015, filed 13 May 2015.