PCM
HEES

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

Piermont 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
2016
Q3 		– Sell
-50,724
Closed -$965K – 263
2016
Q2 		$965K Buy
50,724
+24,734
+95% +$465K 0.25% 158
2016
Q1 		$456K Buy
+25,990
New +$377K 0.15% 160

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Piermont Capital Management's HEES Position: Q3 2016 in Review

Piermont Capital Management sold out of H&E Equipment Services (HEES) in Q3 2016, closing a stake of 50,724 shares — an estimated $965K sold.

Piermont Capital Management first reported a position in HEES in Q1 2016 and held it in 2 quarters. The position peaked at $965K in Q2 2016. 128 funds tracked by Wall St. Rank hold HEES as of Q3 2016.

  • Piermont Capital Management reported no remaining H&E Equipment Services position as of Q3 2016 after selling out during the quarter.
  • Piermont Capital Management sold 50,724 H&E Equipment Services shares in Q3 2016, an estimated $965K.
  • Piermont Capital Management first reported a position in H&E Equipment Services in Q1 2016 and held it in 2 quarters.
  • Piermont Capital Management's H&E Equipment Services position peaked at $965K in Q2 2016.
  • 128 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2016.

Based on Piermont Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.