FM
HEES

Forward Management’s H&E Equipment Services HEES Stock Holding History

Forward 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
Q4 		– Sell
-5,000
Closed -$201K – 403
2014
Q3 		$201K Buy
+5,000
New +$195K 0.01% 298

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forward Management's HEES Position: Q4 2014 in Review

Forward Management sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 5,000 shares — an estimated $201K sold.

Forward Management first reported a position in HEES in Q3 2014 and held it in 1 quarter. The position peaked at $201K in Q3 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Forward Management reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Forward Management sold 5,000 H&E Equipment Services shares in Q4 2014, an estimated $201K.
  • Forward Management first reported a position in H&E Equipment Services in Q3 2014 and held it in 1 quarter.
  • Forward Management's H&E Equipment Services position peaked at $201K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Forward Management's 13F filing for Q4 2014, filed 10 Feb 2015.