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
2017
Q1 		– Sell
-4,300
Closed -$100K – 3088
2016
Q4 		$100K Buy
+4,300
New +$78.8K ﹤0.01% 2203
2016
Q3 		– Sell
-4,000
Closed -$76K – 3242
2016
Q2 		$76K Buy
+4,000
New +$75.2K ﹤0.01% 2627
2014
Q4 		– Sell
-40,000
Closed -$1.61M – 4171
2014
Q3 		$1.61M Hold
40,000
– – 0.01% 1707
2014
Q2 		$1.45M Buy
+40,000
New +$1.47M 0.01% 1866

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 $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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.