QIM
HEES

Quest Investment Management’s H&E Equipment Services HEES Stock Holding History

Quest Investment 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
2014
Q4 		– Sell
-15,705
Closed -$633K – 156
2014
Q3 		$633K Hold
15,705
– – 0.07% 112
2014
Q2 		$571K Buy
15,705
+630
+4% +$23.1K 0.06% 116
2014
Q1 		$610K Sell
15,075
-580
-4% -$19.2K 0.06% 116
2013
Q4 		$464K Sell
15,655
-5
-0% -$137 0.04% 136
2013
Q3 		$416K Sell
15,660
-1,990
-11% -$47.4K 0.04% 142
2013
Q2 		$372K Buy
+17,650
New +$369K 0.03% 144

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 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Quest Investment Management's HEES Position: Q4 2014 in Review

Quest Investment Management sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 15,705 shares — an estimated $633K sold.

Quest Investment Management first reported a position in HEES in Q2 2013 and held it in 6 quarters. The position peaked at $633K in Q3 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Quest Investment Management reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Quest Investment Management sold 15,705 H&E Equipment Services shares in Q4 2014, an estimated $633K.
  • Quest Investment Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 6 quarters.
  • Quest Investment Management's H&E Equipment Services position peaked at $633K in Q3 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Quest Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.