MIAN
HEES

Mariner Independent Advisor Network’s H&E Equipment Services HEES Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-17,027
Closed -$362K – 332
2017
Q4 		$362K Buy
+17,027
New +$583K 0.04% 261

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Independent Advisor Network's HEES Position: Q1 2018 in Review

Mariner Independent Advisor Network sold out of H&E Equipment Services (HEES) in Q1 2018, closing a stake of 17,027 shares — an estimated $362K sold.

Mariner Independent Advisor Network first reported a position in HEES in Q4 2017 and held it in 1 quarter. The position peaked at $362K in Q4 2017. 172 funds tracked by Wall St. Rank hold HEES as of Q1 2018.

  • Mariner Independent Advisor Network reported no remaining H&E Equipment Services position as of Q1 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 17,027 H&E Equipment Services shares in Q1 2018, an estimated $362K.
  • Mariner Independent Advisor Network first reported a position in H&E Equipment Services in Q4 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's H&E Equipment Services position peaked at $362K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2018, filed 8 May 2018.