MTIP
HEES

Magee Thomson Investment Partners’s H&E Equipment Services HEES Stock Holding History

Magee Thomson Investment Partners’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
-6,251
Closed -$176K – 112
2014
Q4 		$176K Hold
6,251
– – 0.04% 67
2014
Q3 		$252K Buy
6,251
+1,815
+41% +$70.6K 0.06% 43
2014
Q2 		$162K Hold
4,436
– – 0.04% 73
2014
Q1 		$180K Buy
+4,436
New +$147K 0.04% 71

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

Magee Thomson Investment Partners's HEES Position: Q1 2015 in Review

Magee Thomson Investment Partners sold out of H&E Equipment Services (HEES) in Q1 2015, closing a stake of 6,251 shares — an estimated $176K sold.

Magee Thomson Investment Partners first reported a position in HEES in Q1 2014 and held it in 4 quarters. The position peaked at $252K in Q3 2014. 151 funds tracked by Wall St. Rank hold HEES as of Q1 2015.

  • Magee Thomson Investment Partners reported no remaining H&E Equipment Services position as of Q1 2015 after selling out during the quarter.
  • Magee Thomson Investment Partners sold 6,251 H&E Equipment Services shares in Q1 2015, an estimated $176K.
  • Magee Thomson Investment Partners first reported a position in H&E Equipment Services in Q1 2014 and held it in 4 quarters.
  • Magee Thomson Investment Partners's H&E Equipment Services position peaked at $252K in Q3 2014.
  • 151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2015.

Based on Magee Thomson Investment Partners's 13F filing for Q1 2015, filed 4 May 2015.