Pathstone Family Office
HEES icon

Pathstone Family Office’s H&E Equipment Services HEES Stock Holding History

Pathstone Family Office’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
2014
Q4 		– Sell
-27
Closed -$1K – 172
2014
Q3 		$1K Buy
+27
New +$1.05K ﹤0.01% 306

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Chartwell Investment Partners
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Pathstone Family Office's HEES Position: Q4 2014 in Review

Pathstone Family Office sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 27 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in HEES in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Pathstone Family Office reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 27 H&E Equipment Services shares in Q4 2014, an estimated $1K.
  • Pathstone Family Office first reported a position in H&E Equipment Services in Q3 2014 and held it in 1 quarter.
  • Pathstone Family Office's H&E Equipment Services position peaked at $1K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.