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

Oxbow 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 Q2	–	Sell	-8,183	Closed	-$201K	–	247
2017 Q1	$201K	Buy	+8,183	New	+$200K	0.03%	225

Other funds holding HEES

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Oxbow Advisors's HEES Position: Q2 2017 in Review

Oxbow Advisors sold out of H&E Equipment Services (HEES) in Q2 2017, closing a stake of 8,183 shares — an estimated $201K sold.

Oxbow Advisors first reported a position in HEES in Q1 2017 and held it in 1 quarter. The position peaked at $201K in Q1 2017. 133 funds tracked by Wall St. Rank hold HEES as of Q2 2017.

Oxbow Advisors reported no remaining H&E Equipment Services position as of Q2 2017 after selling out during the quarter.
Oxbow Advisors sold 8,183 H&E Equipment Services shares in Q2 2017, an estimated $201K.
Oxbow Advisors first reported a position in H&E Equipment Services in Q1 2017 and held it in 1 quarter.
Oxbow Advisors's H&E Equipment Services position peaked at $201K in Q1 2017.
133 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2017.

Based on Oxbow Advisors's 13F filing for Q2 2017, filed 21 Jul 2017.