NFA
HEES

Nationwide Fund Advisors’s H&E Equipment Services HEES Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-17,540
Closed -$512K – 901
2017
Q3 		$512K Sell
17,540
-512
-3% -$11.9K ﹤0.01% 2176
2017
Q2 		$368K Sell
18,052
-53,681
-75% -$1.13M ﹤0.01% 2333
2017
Q1 		$1.76M Sell
71,733
-2,192
-3% -$53.7K 0.01% 1465
2016
Q4 		$1.72M Buy
73,925
+50,599
+217% +$927K 0.01% 1479
2016
Q3 		$391K Buy
23,326
+1,111
+5% +$19.1K ﹤0.01% 2298
2016
Q2 		$423K Hold
22,215
– – ﹤0.01% 2234
2016
Q1 		$389K Sell
22,215
-357
-2% -$5.18K ﹤0.01% 2220
2015
Q4 		$395K Buy
22,572
+1,420
+7% +$26.1K ﹤0.01% 2235
2015
Q3 		$354K Buy
21,152
+922
+5% +$16.2K ﹤0.01% 2292
2015
Q2 		$404K Sell
20,230
-61,598
-75% -$1.47M ﹤0.01% 2363
2015
Q1 		$2.04M Sell
81,828
-4,632
-5% -$104K 0.01% 1462
2014
Q4 		$2.43M Sell
86,460
-45,676
-35% -$1.55M 0.01% 1318
2014
Q3 		$5.32M Sell
132,136
-22,921
-15% -$892K 0.02% 919
2014
Q2 		$5.63M Buy
155,057
+3,331
+2% +$122K 0.02% 910
2014
Q1 		$6.14M Sell
151,726
-25,769
-15% -$855K 0.03% 778
2013
Q4 		$5.26M Buy
177,495
+9,256
+6% +$253K 0.02% 926
2013
Q3 		$4.47M Buy
168,239
+788
+0.5% +$18.8K 0.02% 972
2013
Q2 		$3.53M Buy
+167,451
New +$3.5M 0.02% 988

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nationwide Fund Advisors's HEES Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of H&E Equipment Services (HEES) in Q4 2017, closing a stake of 17,540 shares — an estimated $512K sold.

Nationwide Fund Advisors first reported a position in HEES in Q2 2013 and held it in 18 quarters. The position peaked at $6.14M in Q1 2014. 165 funds tracked by Wall St. Rank hold HEES as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining H&E Equipment Services position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 17,540 H&E Equipment Services shares in Q4 2017, an estimated $512K.
  • Nationwide Fund Advisors first reported a position in H&E Equipment Services in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's H&E Equipment Services position peaked at $6.14M in Q1 2014.
  • 165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.