Leonard Capital Management’s H&E Equipment Services HEES Stock Holding History

Leonard Capital Management’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 Q3	–	Sell	-99,504	Closed	-$1.99M	–	33
2015 Q2	$1.99M	Buy	99,504 +15,000	+18%	+$359K	0.69%	67
2015 Q1	$2.11M	Buy	84,504 +39,504	+88%	+$889K	0.73%	66
2014 Q4	$1.26M	Buy	+45,000	New	+$1.53M	0.33%	122

Other funds holding HEES

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Leonard Capital Management's HEES Position: Q3 2015 in Review

Leonard Capital Management sold out of H&E Equipment Services (HEES) in Q3 2015, closing a stake of 99,504 shares — an estimated $1.99M sold.

Leonard Capital Management first reported a position in HEES in Q4 2014 and held it in 3 quarters. The position peaked at $2.11M in Q1 2015. 116 funds tracked by Wall St. Rank hold HEES as of Q3 2015.

Leonard Capital Management reported no remaining H&E Equipment Services position as of Q3 2015 after selling out during the quarter.
Leonard Capital Management sold 99,504 H&E Equipment Services shares in Q3 2015, an estimated $1.99M.
Leonard Capital Management first reported a position in H&E Equipment Services in Q4 2014 and held it in 3 quarters.
Leonard Capital Management's H&E Equipment Services position peaked at $2.11M in Q1 2015.
116 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2015.

Based on Leonard Capital Management's 13F filing for Q3 2015.