PI
HEES

Placemark Investments’s H&E Equipment Services HEES Stock Holding History

Placemark Investments’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
-5,485
Closed -$221K – 1655
2014
Q3 		$221K Sell
5,485
-382
-7% -$14.9K ﹤0.01% 1527
2014
Q2 		$213K Sell
5,867
-771
-12% -$28.3K ﹤0.01% 1536
2014
Q1 		$267K Buy
+6,638
New +$220K 0.01% 1386

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 $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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Placemark Investments's HEES Position: Q4 2014 in Review

Placemark Investments sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 5,485 shares — an estimated $221K sold.

Placemark Investments first reported a position in HEES in Q1 2014 and held it in 3 quarters. The position peaked at $267K in Q1 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Placemark Investments reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 5,485 H&E Equipment Services shares in Q4 2014, an estimated $221K.
  • Placemark Investments first reported a position in H&E Equipment Services in Q1 2014 and held it in 3 quarters.
  • Placemark Investments's H&E Equipment Services position peaked at $267K in Q1 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.