Monarch Partners Asset Management’s H&E Equipment Services HEES Stock Holding History

Monarch Partners Asset 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
2018 Q1	–	Sell	-98,803	Closed	-$4.02M	–	202
2017 Q4	$4.02M	Sell	98,803 -90,570	-48%	-$3.1M	0.38%	94
2017 Q3	$5.53M	Buy	+189,373	New	+$4.4M	0.53%	80
2014 Q4	–	Sell	-41,754	Closed	-$1.68M	–	141
2014 Q3	$1.68M	Buy	41,754 +15,150	+57%	+$590K	0.44%	93
2014 Q2	$967K	Buy	26,604 +1,375	+5%	+$50.4K	0.25%	118
2014 Q1	$1.02M	Sell	25,229 -20,577	-45%	-$683K	0.37%	112
2013 Q4	$1.36M	Buy	+45,806	New	+$1.25M	0.5%	82

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monarch Partners Asset Management's HEES Position: Q1 2018 in Review

Monarch Partners Asset Management sold out of H&E Equipment Services (HEES) in Q1 2018, closing a stake of 98,803 shares — an estimated $4.02M sold.

Monarch Partners Asset Management first reported a position in HEES in Q4 2013 and held it in 6 quarters. The position peaked at $5.53M in Q3 2017. 172 funds tracked by Wall St. Rank hold HEES as of Q1 2018.

Monarch Partners Asset Management reported no remaining H&E Equipment Services position as of Q1 2018 after selling out during the quarter.
Monarch Partners Asset Management sold 98,803 H&E Equipment Services shares in Q1 2018, an estimated $4.02M.
Monarch Partners Asset Management first reported a position in H&E Equipment Services in Q4 2013 and held it in 6 quarters.
Monarch Partners Asset Management's H&E Equipment Services position peaked at $5.53M in Q3 2017.
172 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2018.

Based on Monarch Partners Asset Management's 13F filing for Q1 2018, filed 30 Apr 2018.