CCI
HEES

Columbus Circle Investors’s H&E Equipment Services HEES Stock Holding History

Columbus Circle Investors’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
2017
Q2 		– Sell
-191,787
Closed -$4.7M – 264
2017
Q1 		$4.7M Buy
191,787
+50,954
+36% +$1.25M 0.07% 196
2016
Q4 		$3.27M Buy
+140,833
New +$2.58M 0.04% 205

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Columbus Circle Investors's HEES Position: Q2 2017 in Review

Columbus Circle Investors sold out of H&E Equipment Services (HEES) in Q2 2017, closing a stake of 191,787 shares — an estimated $4.7M sold.

Columbus Circle Investors first reported a position in HEES in Q4 2016 and held it in 2 quarters. The position peaked at $4.7M in Q1 2017. 133 funds tracked by Wall St. Rank hold HEES as of Q2 2017.

  • Columbus Circle Investors reported no remaining H&E Equipment Services position as of Q2 2017 after selling out during the quarter.
  • Columbus Circle Investors sold 191,787 H&E Equipment Services shares in Q2 2017, an estimated $4.7M.
  • Columbus Circle Investors first reported a position in H&E Equipment Services in Q4 2016 and held it in 2 quarters.
  • Columbus Circle Investors's H&E Equipment Services position peaked at $4.7M in Q1 2017.
  • 133 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2017.

Based on Columbus Circle Investors's 13F filing for Q2 2017, filed 4 Aug 2017.