Nine Chapters Capital Management’s H&E Equipment Services HEES Stock Holding History

Nine Chapters 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
2017 Q3	$213K	Buy	+7,300	New	+$170K	0.47%	96
2015 Q2	–	Sell	-30,400	Closed	-$760K	–	1036
2015 Q1	$760K	Buy	+30,400	New	+$684K	0.06%	448
2014 Q4	–	Sell	-5,600	Closed	-$226K	–	1037
2014 Q3	$226K	Buy	+5,600	New	+$218K	0.02%	812
2014 Q2	–	Sell	-16,700	Closed	-$676K	–	1006
2014 Q1	$676K	Buy	+16,700	New	+$554K	0.08%	373

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nine Chapters Capital Management's HEES Position: Q3 2017 in Review

Nine Chapters Capital Management opened a new position in H&E Equipment Services (HEES) in Q3 2017: 7,300 shares worth $213K. The stake represents 0.47% of the portfolio and ranks #96 among its holdings. This is a return to the name: Nine Chapters Capital Management previously reported a position in HEES as recently as Q1 2015.

Nine Chapters Capital Management first reported a position in HEES in Q1 2014 and has held it in 4 quarters since. The position peaked at $760K in Q1 2015. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

Nine Chapters Capital Management held 7,300 shares of H&E Equipment Services worth $213K as of Q3 2017.
H&E Equipment Services was a new Nine Chapters Capital Management position in Q3 2017.
H&E Equipment Services made up 0.47% of Nine Chapters Capital Management's portfolio in Q3 2017, its #96 holding.
Nine Chapters Capital Management first reported a position in H&E Equipment Services in Q1 2014 and has held it in 4 quarters since.
Nine Chapters Capital Management's H&E Equipment Services position peaked at $760K in Q1 2015.
149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on Nine Chapters Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.