QI
HEES

Quotient Investors’s H&E Equipment Services HEES Stock Holding History

Quotient Investors’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
2015
Q2 		– Sell
-37,100
Closed -$927K – 262
2015
Q1 		$927K Buy
37,100
+21,800
+142% +$490K 0.12% 127
2014
Q4 		$430K Buy
+15,300
New +$519K 0.09% 178

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
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Quotient Investors's HEES Position: Q2 2015 in Review

Quotient Investors sold out of H&E Equipment Services (HEES) in Q2 2015, closing a stake of 37,100 shares — an estimated $927K sold.

Quotient Investors first reported a position in HEES in Q4 2014 and held it in 2 quarters. The position peaked at $927K in Q1 2015. 139 funds tracked by Wall St. Rank hold HEES as of Q2 2015.

  • Quotient Investors reported no remaining H&E Equipment Services position as of Q2 2015 after selling out during the quarter.
  • Quotient Investors sold 37,100 H&E Equipment Services shares in Q2 2015, an estimated $927K.
  • Quotient Investors first reported a position in H&E Equipment Services in Q4 2014 and held it in 2 quarters.
  • Quotient Investors's H&E Equipment Services position peaked at $927K in Q1 2015.
  • 139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2015.

Based on Quotient Investors's 13F filing for Q2 2015, filed 16 Jul 2015.