SCA
HEES

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

Secor Capital 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
-52,191
Closed -$2.12M – 575
2017
Q4 		$2.12M Buy
52,191
+30,447
+140% +$1.04M 0.13% 192
2017
Q3 		$635K Buy
+21,744
New +$505K 0.08% 322
2017
Q1 		– Sell
-87,856
Closed -$2.04M – 524
2016
Q4 		$2.04M Buy
87,856
+6,224
+8% +$114K 0.3% 126
2016
Q3 		$1.37M Buy
81,632
+49,878
+157% +$856K 0.17% 203
2016
Q2 		$604K Buy
+31,754
New +$597K 0.09% 342
2015
Q1 		– Sell
-16,975
Closed -$477K – 482
2014
Q4 		$477K Buy
+16,975
New +$576K 0.2% 192

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return