SII Investments’s H&E Equipment Services HEES Stock Holding History

SII Investments’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	-18,312	Closed	-$547K	–	482
2017 Q3	$547K	Buy	+18,312	New	+$425K	0.03%	337

Other funds holding HEES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SII Investments's HEES Position: Q4 2017 in Review

SII Investments sold out of H&E Equipment Services (HEES) in Q4 2017, closing a stake of 18,312 shares — an estimated $547K sold.

SII Investments first reported a position in HEES in Q3 2017 and held it in 1 quarter. The position peaked at $547K in Q3 2017. 165 funds tracked by Wall St. Rank hold HEES as of Q4 2017.

SII Investments reported no remaining H&E Equipment Services position as of Q4 2017 after selling out during the quarter.
SII Investments sold 18,312 H&E Equipment Services shares in Q4 2017, an estimated $547K.
SII Investments first reported a position in H&E Equipment Services in Q3 2017 and held it in 1 quarter.
SII Investments's H&E Equipment Services position peaked at $547K in Q3 2017.
165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.