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

Next Financial Group’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
2020 Q1	–	Sell	-50	Closed	-$2K	–	2230
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2166
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	2221
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	2216
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	1554
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	1843
2018 Q3	$2K	Buy	+50	New	+$1.81K	﹤0.01%	1307
2017 Q1	–	Sell	-50	Closed	-$1K	–	2038
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	2279
2016 Q3	$1K	Buy	+50	New	+$858	﹤0.01%	2271
2014 Q4	–	Sell	-50	Closed	-$2K	–	2087
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	2309
2014 Q2	$2K	Buy	+50	New	+$1.83K	﹤0.01%	1067

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 $121B AUM 27.52% 1-Year Est. Return

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

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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Next Financial Group's HEES Position: Q1 2020 in Review

Next Financial Group sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Next Financial Group first reported a position in HEES in Q2 2014 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

Next Financial Group reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 50 H&E Equipment Services shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in H&E Equipment Services in Q2 2014 and held it in 10 quarters.
Next Financial Group's H&E Equipment Services position peaked at $2K in Q4 2019.
156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.