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

Ropes 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 Q1	–	Sell	-225	Closed	-$9K	–	664
2017 Q4	$9K	Hold	225	–	–	﹤0.01%	543
2017 Q3	$7K	Buy	+225	New	+$5.23K	﹤0.01%	547

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

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

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

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

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

Ropes Wealth Advisors's HEES Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of H&E Equipment Services (HEES) in Q1 2018, closing a stake of 225 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in HEES in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 172 funds tracked by Wall St. Rank hold HEES as of Q1 2018.

Ropes Wealth Advisors reported no remaining H&E Equipment Services position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 225 H&E Equipment Services shares in Q1 2018, an estimated $9K.
Ropes Wealth Advisors first reported a position in H&E Equipment Services in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's H&E Equipment Services position peaked at $9K in Q4 2017.
172 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.