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

RGT Wealth 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
2018 Q2	–	Sell	-134,743	Closed	-$5.19M	–	54
2018 Q1	$5.19M	Buy	134,743 +2,032	+2%	+$79.9K	2.49%	8
2017 Q4	$5.39M	Hold	132,711	–	–	2.89%	8
2017 Q3	$3.88M	Hold	132,711	–	–	2.58%	11
2017 Q2	$2.71M	Hold	132,711	–	–	1.85%	11
2017 Q1	$3.25M	Buy	132,711 +3,094	+2%	+$75.8K	2.21%	10
2016 Q4	$3.01M	Buy	+129,617	New	+$2.37M	1.69%	13

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RGT Wealth Advisors's HEES Position: Q2 2018 in Review

RGT Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2018, closing a stake of 134,743 shares — an estimated $5.19M sold.

RGT Wealth Advisors first reported a position in HEES in Q4 2016 and held it in 6 quarters. The position peaked at $5.39M in Q4 2017. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2018.

RGT Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 134,743 H&E Equipment Services shares in Q2 2018, an estimated $5.19M.
RGT Wealth Advisors first reported a position in H&E Equipment Services in Q4 2016 and held it in 6 quarters.
RGT Wealth Advisors's H&E Equipment Services position peaked at $5.39M in Q4 2017.
162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.