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

Guidant Wealth 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
2019 Q1	–	Sell	-100	Closed	-$2K	–	275
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	225
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	177
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	176
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	182
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	180
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	186
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	234
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	211
2016 Q4	$2K	Buy	+100	New	+$1.83K	﹤0.01%	200

Other funds holding HEES

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Guidant Wealth Advisors's HEES Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of H&E Equipment Services (HEES) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Guidant Wealth Advisors first reported a position in HEES in Q4 2016 and held it in 9 quarters. The position peaked at $3K in Q3 2018. 140 funds tracked by Wall St. Rank hold HEES as of Q1 2019.

Guidant Wealth Advisors reported no remaining H&E Equipment Services position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 100 H&E Equipment Services shares in Q1 2019, an estimated $2K.
Guidant Wealth Advisors first reported a position in H&E Equipment Services in Q4 2016 and held it in 9 quarters.
Guidant Wealth Advisors's H&E Equipment Services position peaked at $3K in Q3 2018.
140 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.