Mutual of America Capital Management’s H&E Equipment Services HEES Stock Holding History

Mutual of America Capital 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 Q4	–	Sell	-173,826	Closed	-$6.57M	–	1711
2018 Q3	$6.57M	Buy	173,826 +66,237	+62%	+$2.4M	0.09%	276
2018 Q2	$4.05M	Hold	107,589	–	–	0.06%	513
2018 Q1	$4.14M	Buy	107,589 +19,500	+22%	+$767K	0.06%	487
2017 Q4	$3.58M	Buy	88,089 +613	+0.7%	+$21K	0.05%	575
2017 Q3	$2.55M	Buy	+87,476	New	+$2.03M	0.04%	727

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 $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Mutual of America Capital Management's HEES Position: Q4 2018 in Review

Mutual of America Capital Management sold out of H&E Equipment Services (HEES) in Q4 2018, closing a stake of 173,826 shares — an estimated $6.57M sold.

Mutual of America Capital Management first reported a position in HEES in Q3 2017 and held it in 5 quarters. The position peaked at $6.57M in Q3 2018. 135 funds tracked by Wall St. Rank hold HEES as of Q4 2018.

Mutual of America Capital Management reported no remaining H&E Equipment Services position as of Q4 2018 after selling out during the quarter.
Mutual of America Capital Management sold 173,826 H&E Equipment Services shares in Q4 2018, an estimated $6.57M.
Mutual of America Capital Management first reported a position in H&E Equipment Services in Q3 2017 and held it in 5 quarters.
Mutual of America Capital Management's H&E Equipment Services position peaked at $6.57M in Q3 2018.
135 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2018.

Based on Mutual of America Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.