ST
HEES

Spot Trading’s H&E Equipment Services HEES Stock Holding History

Spot Trading’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
2014
Q4 		– Sell
-5,939
Closed -$202K – 4170
2014
Q3 		$239K Sell
5,939
-10,349
-64% -$403K ﹤0.01% 3071
2014
Q2 		$592K Buy
+16,288
New +$597K ﹤0.01% 2559

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Spot Trading's HEES Position: Q4 2014 in Review

Spot Trading sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 5,939 shares — an estimated $202K sold.

Spot Trading first reported a position in HEES in Q2 2014 and held it in 2 quarters. The position peaked at $592K in Q2 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Spot Trading reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Spot Trading sold 5,939 H&E Equipment Services shares in Q4 2014, an estimated $202K.
  • Spot Trading first reported a position in H&E Equipment Services in Q2 2014 and held it in 2 quarters.
  • Spot Trading's H&E Equipment Services position peaked at $592K in Q2 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Spot Trading's 13F filing for Q4 2014, filed 13 Feb 2015.