FA
HEES

FDx Advisors’s H&E Equipment Services HEES Stock Holding History

FDx Advisors’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
Q3 		– Sell
-14,139
Closed -$289K – 1273
2017
Q2 		$289K Sell
14,139
-991
-7% -$20.8K 0.01% 998
2017
Q1 		$371K Sell
15,130
-2,145
-12% -$52.5K 0.01% 892
2016
Q4 		$402K Buy
+17,275
New +$316K 0.01% 842

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 $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FDx Advisors's HEES Position: Q3 2017 in Review

FDx Advisors sold out of H&E Equipment Services (HEES) in Q3 2017, closing a stake of 14,139 shares — an estimated $289K sold.

FDx Advisors first reported a position in HEES in Q4 2016 and held it in 3 quarters. The position peaked at $402K in Q4 2016. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

  • FDx Advisors reported no remaining H&E Equipment Services position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 14,139 H&E Equipment Services shares in Q3 2017, an estimated $289K.
  • FDx Advisors first reported a position in H&E Equipment Services in Q4 2016 and held it in 3 quarters.
  • FDx Advisors's H&E Equipment Services position peaked at $402K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.