CWAM
HEES

Columbia Wanger Asset Management’s H&E Equipment Services HEES Stock Holding History

Columbia Wanger Asset 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
Q3 		– Sell
-1,260,465
Closed -$45.8M – 286
2014
Q2 		$45.8M Sell
1,260,465
-1,315,099
-51% -$48.2M 0.18% 178
2014
Q1 		$104M Sell
2,575,564
-761,880
-23% -$25.3M 0.41% 76
2013
Q4 		$98.9M Sell
3,337,444
-1,011,924
-23% -$27.7M 0.38% 87
2013
Q3 		$116M Sell
4,349,368
-45,764
-1% -$1.09M 0.47% 69
2013
Q2 		$92.6M Buy
+4,395,132
New +$91.9M 0.41% 74

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 16.07% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Columbia Wanger Asset Management's HEES Position: Q3 2014 in Review

Columbia Wanger Asset Management sold out of H&E Equipment Services (HEES) in Q3 2014, closing a stake of 1,260,465 shares — an estimated $45.8M sold.

Columbia Wanger Asset Management first reported a position in HEES in Q2 2013 and held it in 5 quarters. The position peaked at $116M in Q3 2013. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2014.

  • Columbia Wanger Asset Management reported no remaining H&E Equipment Services position as of Q3 2014 after selling out during the quarter.
  • Columbia Wanger Asset Management sold 1,260,465 H&E Equipment Services shares in Q3 2014, an estimated $45.8M.
  • Columbia Wanger Asset Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 5 quarters.
  • Columbia Wanger Asset Management's H&E Equipment Services position peaked at $116M in Q3 2013.
  • 161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2014.

Based on Columbia Wanger Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.