HW
HEES

Hancock Whitney’s H&E Equipment Services HEES Stock Holding History

Hancock Whitney’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
2015
Q1 		– Sell
-246,800
Closed -$6.93M – 511
2014
Q4 		$6.93M Buy
246,800
+4,270
+2% +$145K 0.26% 175
2014
Q3 		$9.77M Hold
242,530
– – 0.37% 84
2014
Q2 		$8.81M Hold
242,530
– – 0.32% 121
2014
Q1 		$9.81M Hold
242,530
– – 0.38% 79
2013
Q4 		$7.19M Buy
242,530
+22,530
+10% +$617K 0.3% 113
2013
Q3 		$5.84M Buy
220,000
+40,000
+22% +$952K 0.27% 129
2013
Q2 		$3.79M Buy
+180,000
New +$3.76M 0.19% 191

Other funds holding HEES

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return