RCG
HEES

Ruggie Capital Group’s H&E Equipment Services HEES Stock Holding History

Ruggie Capital Group’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
Q3 		– Sell
-164
Closed -$3K – 260
2017
Q2 		$3K Hold
164
– – ﹤0.01% 244
2017
Q1 		$4K Hold
164
– – ﹤0.01% 213
2016
Q4 		$4K Hold
164
– – ﹤0.01% 127
2016
Q3 		$3K Buy
+164
New +$2.81K ﹤0.01% 157

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 $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ruggie Capital Group's HEES Position: Q3 2017 in Review

Ruggie Capital Group sold out of H&E Equipment Services (HEES) in Q3 2017, closing a stake of 164 shares — an estimated $3K sold.

Ruggie Capital Group first reported a position in HEES in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q1 2017. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

  • Ruggie Capital Group reported no remaining H&E Equipment Services position as of Q3 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 164 H&E Equipment Services shares in Q3 2017, an estimated $3K.
  • Ruggie Capital Group first reported a position in H&E Equipment Services in Q3 2016 and held it in 4 quarters.
  • Ruggie Capital Group's H&E Equipment Services position peaked at $4K in Q1 2017.
  • 149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on Ruggie Capital Group's 13F filing for Q3 2017, filed 8 Nov 2017.