KF
HEES

Krilogy Financial’s H&E Equipment Services HEES Stock Holding History

Krilogy Financial’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
Q3 		– Sell
-300
Closed -$6K – 820
2017
Q2 		$6K Sell
300
-100
-25% -$2.1K ﹤0.01% 579
2017
Q1 		$9K Hold
400
– – ﹤0.01% 523
2016
Q4 		$9K Hold
400
– – ﹤0.01% 523
2016
Q3 		$7K Hold
400
– – ﹤0.01% 564
2016
Q2 		$8K Hold
400
– – ﹤0.01% 557
2016
Q1 		$7K Buy
+400
New +$5.8K ﹤0.01% 505
2015
Q4 		– Sell
-915
Closed -$15K – 486
2015
Q3 		$15K Buy
+915
New +$16.1K 0.01% 342

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Krilogy Financial's HEES Position: Q3 2017 in Review

Krilogy Financial sold out of H&E Equipment Services (HEES) in Q3 2017, closing a stake of 300 shares — an estimated $6K sold.

Krilogy Financial first reported a position in HEES in Q3 2015 and held it in 7 quarters. The position peaked at $15K in Q3 2015. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

  • Krilogy Financial reported no remaining H&E Equipment Services position as of Q3 2017 after selling out during the quarter.
  • Krilogy Financial sold 300 H&E Equipment Services shares in Q3 2017, an estimated $6K.
  • Krilogy Financial first reported a position in H&E Equipment Services in Q3 2015 and held it in 7 quarters.
  • Krilogy Financial's H&E Equipment Services position peaked at $15K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on Krilogy Financial's 13F filing for Q3 2017, filed 15 Nov 2017.