DC
HEES

Deere & Company’s H&E Equipment Services HEES Stock Holding History

Deere & Company’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
2016
Q3 		– Sell
-24,058
Closed -$458K – 1057
2016
Q2 		$458K Sell
24,058
-4,128
-15% -$77.6K 0.02% 650
2016
Q1 		$494K Sell
28,186
-10,245
-27% -$149K 0.03% 610
2015
Q4 		$672K Buy
+38,431
New +$706K 0.04% 425
2015
Q1 		– Sell
-12,475
Closed -$350K – 1001
2014
Q4 		$350K Buy
12,475
+6,934
+125% +$235K 0.02% 744
2014
Q3 		$223K Sell
5,541
-15,485
-74% -$603K 0.01% 832
2014
Q2 		$764K Buy
21,026
+5,541
+36% +$203K 0.04% 473
2014
Q1 		$626K Sell
15,485
-6,655
-30% -$221K 0.04% 534
2013
Q4 		$656K Buy
+22,140
New +$606K 0.03% 590

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deere & Company's HEES Position: Q3 2016 in Review

Deere & Company sold out of H&E Equipment Services (HEES) in Q3 2016, closing a stake of 24,058 shares — an estimated $458K sold.

Deere & Company first reported a position in HEES in Q4 2013 and held it in 8 quarters. The position peaked at $764K in Q2 2014. 128 funds tracked by Wall St. Rank hold HEES as of Q3 2016.

  • Deere & Company reported no remaining H&E Equipment Services position as of Q3 2016 after selling out during the quarter.
  • Deere & Company sold 24,058 H&E Equipment Services shares in Q3 2016, an estimated $458K.
  • Deere & Company first reported a position in H&E Equipment Services in Q4 2013 and held it in 8 quarters.
  • Deere & Company's H&E Equipment Services position peaked at $764K in Q2 2014.
  • 128 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2016.

Based on Deere & Company's 13F filing for Q3 2016, filed 14 Nov 2016.