MFS
HEES

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

MSI Financial Services’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
2016
Q4 		$0 Hold
15
– – ﹤0.01% 3892
2016
Q3 		$0 Hold
15
– – ﹤0.01% 3926
2016
Q2 		$0 Hold
15
– – ﹤0.01% 3987
2016
Q1 		$0 Hold
15
– – ﹤0.01% 4005
2015
Q4 		$0 Buy
+15
New +$275 ﹤0.01% 3895

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

MSI Financial Services's HEES Position: Q4 2016 in Review

MSI Financial Services held its H&E Equipment Services (HEES) position steady in Q4 2016 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

MSI Financial Services first reported a position in HEES in Q4 2015 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold HEES as of Q4 2016.

  • MSI Financial Services held 15 shares of H&E Equipment Services worth $0 as of Q4 2016.
  • MSI Financial Services left its H&E Equipment Services share count unchanged in Q4 2016.
  • H&E Equipment Services made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3892 holding.
  • MSI Financial Services first reported a position in H&E Equipment Services in Q4 2015 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.