Independent Portfolio Consultants’s H&E Equipment Services HEES Stock Holding History

Independent Portfolio Consultants’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 Q2	$12K	Sell	570 -10	-2%	-$210	0.01%	684
2017 Q1	$14K	Sell	580 -165	-22%	-$4.04K	﹤0.01%	705
2016 Q4	$17K	Buy	+745	New	+$13.6K	0.01%	638
2015 Q3	–	Sell	-3,890	Closed	-$78K	–	821
2015 Q2	$78K	Buy	3,890 +1,470	+61%	+$35.2K	0.02%	547
2015 Q1	$60K	Buy	2,420 +50	+2%	+$1.13K	0.01%	585
2014 Q4	$67K	Sell	2,370 -20	-0.8%	-$679	0.01%	591
2014 Q3	$96K	Buy	+2,390	New	+$93K	0.03%	555

Other funds holding HEES

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

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

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

Independent Portfolio Consultants's HEES Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its H&E Equipment Services (HEES) stake by 1.7% in Q2 2017, selling an estimated $210 and leaving 570 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #684.

Independent Portfolio Consultants first reported a position in HEES in Q3 2014 and has held it in 7 quarters since. The position peaked at $96K in Q3 2014. 133 funds tracked by Wall St. Rank hold HEES as of Q2 2017.

Independent Portfolio Consultants held 570 shares of H&E Equipment Services worth $12K as of Q2 2017.
Independent Portfolio Consultants sold 10 H&E Equipment Services shares in Q2 2017, an estimated $210.
H&E Equipment Services made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #684 holding.
Independent Portfolio Consultants first reported a position in H&E Equipment Services in Q3 2014 and has held it in 7 quarters since.
Independent Portfolio Consultants's H&E Equipment Services position peaked at $96K in Q3 2014.
133 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.