GSC
HEES

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

Ground Swell 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
2014
Q3 		– Sell
-49
Closed -$2K – 2547
2014
Q2 		$2K Buy
+49
New +$1.8K ﹤0.01% 1491

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's HEES Position: Q3 2014 in Review

Ground Swell Capital sold out of H&E Equipment Services (HEES) in Q3 2014, closing a stake of 49 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in HEES in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2014.

  • Ground Swell Capital reported no remaining H&E Equipment Services position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 49 H&E Equipment Services shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in H&E Equipment Services in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's H&E Equipment Services position peaked at $2K in Q2 2014.
  • 161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.