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

LifePlan Financial Group’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
2018 Q4	–	Sell	-1,224	Closed	-$46K	–	552
2018 Q3	$46K	Hold	1,224	–	–	0.02%	262
2018 Q2	$46K	Hold	1,224	–	–	0.03%	245
2018 Q1	$47K	Buy	+1,224	New	+$48.1K	0.03%	230

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

LifePlan Financial Group's HEES Position: Q4 2018 in Review

LifePlan Financial Group sold out of H&E Equipment Services (HEES) in Q4 2018, closing a stake of 1,224 shares — an estimated $46K sold.

LifePlan Financial Group first reported a position in HEES in Q1 2018 and held it in 3 quarters. The position peaked at $47K in Q1 2018. 135 funds tracked by Wall St. Rank hold HEES as of Q4 2018.

LifePlan Financial Group reported no remaining H&E Equipment Services position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 1,224 H&E Equipment Services shares in Q4 2018, an estimated $46K.
LifePlan Financial Group first reported a position in H&E Equipment Services in Q1 2018 and held it in 3 quarters.
LifePlan Financial Group's H&E Equipment Services position peaked at $47K in Q1 2018.
135 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.