NES
HEES

New England Securities’s H&E Equipment Services HEES Stock Holding History

New England Securities’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
2013
Q4 		– Sell
-16,567
Closed -$440K – 1669
2013
Q3 		$440K Buy
+16,567
New +$394K 0.22% 124

Other funds holding HEES

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

New England Securities's HEES Position: Q4 2013 in Review

New England Securities sold out of H&E Equipment Services (HEES) in Q4 2013, closing a stake of 16,567 shares — an estimated $440K sold.

New England Securities first reported a position in HEES in Q3 2013 and held it in 1 quarter. The position peaked at $440K in Q3 2013. 138 funds tracked by Wall St. Rank hold HEES as of Q4 2013.

  • New England Securities reported no remaining H&E Equipment Services position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 16,567 H&E Equipment Services shares in Q4 2013, an estimated $440K.
  • New England Securities first reported a position in H&E Equipment Services in Q3 2013 and held it in 1 quarter.
  • New England Securities's H&E Equipment Services position peaked at $440K in Q3 2013.
  • 138 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.