Ferris Capital’s H&E Equipment Services HEES Stock Holding History

Ferris Capital’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	-46	Closed	-$1K	–	333
2017 Q2	$1K	Buy	+46	New	+$965	﹤0.01%	644

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ferris Capital's HEES Position: Q3 2017 in Review

Ferris Capital sold out of H&E Equipment Services (HEES) in Q3 2017, closing a stake of 46 shares — an estimated $1K sold.

Ferris Capital first reported a position in HEES in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

Ferris Capital reported no remaining H&E Equipment Services position as of Q3 2017 after selling out during the quarter.
Ferris Capital sold 46 H&E Equipment Services shares in Q3 2017, an estimated $1K.
Ferris Capital first reported a position in H&E Equipment Services in Q2 2017 and held it in 1 quarter.
Ferris Capital's H&E Equipment Services position peaked at $1K in Q2 2017.
149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on Ferris Capital's 13F filing for Q3 2017, filed 14 Nov 2017.