Rational Advisors’s H&E Equipment Services HEES Stock Holding History

Rational Advisors’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
2017 Q4	–	Sell	-2,850	Closed	-$83K	–	311
2017 Q3	$83K	Buy	+2,850	New	+$66.2K	0.04%	257

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rational Advisors's HEES Position: Q4 2017 in Review

Rational Advisors sold out of H&E Equipment Services (HEES) in Q4 2017, closing a stake of 2,850 shares — an estimated $83K sold.

Rational Advisors first reported a position in HEES in Q3 2017 and held it in 1 quarter. The position peaked at $83K in Q3 2017. 165 funds tracked by Wall St. Rank hold HEES as of Q4 2017.

Rational Advisors reported no remaining H&E Equipment Services position as of Q4 2017 after selling out during the quarter.
Rational Advisors sold 2,850 H&E Equipment Services shares in Q4 2017, an estimated $83K.
Rational Advisors first reported a position in H&E Equipment Services in Q3 2017 and held it in 1 quarter.
Rational Advisors's H&E Equipment Services position peaked at $83K in Q3 2017.
165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.