SWP
HEES

Stratos Wealth Partners’s H&E Equipment Services HEES Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-1,500
Closed -$58K – 1652
2018
Q1 		$58K Buy
+1,500
New +$59K ﹤0.01% 1493

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's HEES Position: Q2 2018 in Review

Stratos Wealth Partners sold out of H&E Equipment Services (HEES) in Q2 2018, closing a stake of 1,500 shares — an estimated $58K sold.

Stratos Wealth Partners first reported a position in HEES in Q1 2018 and held it in 1 quarter. The position peaked at $58K in Q1 2018. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2018.

  • Stratos Wealth Partners reported no remaining H&E Equipment Services position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,500 H&E Equipment Services shares in Q2 2018, an estimated $58K.
  • Stratos Wealth Partners first reported a position in H&E Equipment Services in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's H&E Equipment Services position peaked at $58K in Q1 2018.
  • 162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.