GC
HEES

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

Globeflex 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
Q1 		– Sell
-46
Closed -$1K – 497
2016
Q4 		$1K Hold
46
– – ﹤0.01% 413
2016
Q3 		$1K Hold
46
– – ﹤0.01% 401
2016
Q2 		$1K Buy
+46
New +$865 ﹤0.01% 390
2013
Q3 		– Sell
-9,300
Closed -$195K – 633
2013
Q2 		$195K Buy
+9,300
New +$194K 0.03% 370

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Globeflex Capital's HEES Position: Q1 2017 in Review

Globeflex Capital sold out of H&E Equipment Services (HEES) in Q1 2017, closing a stake of 46 shares — an estimated $1K sold.

Globeflex Capital first reported a position in HEES in Q2 2013 and held it in 4 quarters. The position peaked at $195K in Q2 2013. 148 funds tracked by Wall St. Rank hold HEES as of Q1 2017.

  • Globeflex Capital reported no remaining H&E Equipment Services position as of Q1 2017 after selling out during the quarter.
  • Globeflex Capital sold 46 H&E Equipment Services shares in Q1 2017, an estimated $1K.
  • Globeflex Capital first reported a position in H&E Equipment Services in Q2 2013 and held it in 4 quarters.
  • Globeflex Capital's H&E Equipment Services position peaked at $195K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2017.

Based on Globeflex Capital's 13F filing for Q1 2017, filed 12 May 2017.