TD Asset Management
HEES

TD Asset Management’s H&E Equipment Services HEES Stock Holding History

TD Asset Management’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
-7,300
Closed -$294K – 1384
2014
Q3 		$294K Sell
7,300
-2,700
-27% -$105K ﹤0.01% 1157
2014
Q2 		$363K Sell
10,000
-7,200
-42% -$264K ﹤0.01% 1110
2014
Q1 		$696K Sell
17,200
-1,600
-9% -$53.1K ﹤0.01% 957
2013
Q4 		$557K Buy
18,800
+2,000
+12% +$54.8K ﹤0.01% 997
2013
Q3 		$446K Buy
16,800
+1,800
+12% +$42.8K ﹤0.01% 1006
2013
Q2 		$316K Buy
+15,000
New +$314K ﹤0.01% 1031

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TD Asset Management's HEES Position: Q4 2014 in Review

TD Asset Management sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 7,300 shares — an estimated $294K sold.

TD Asset Management first reported a position in HEES in Q2 2013 and held it in 6 quarters. The position peaked at $696K in Q1 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • TD Asset Management reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • TD Asset Management sold 7,300 H&E Equipment Services shares in Q4 2014, an estimated $294K.
  • TD Asset Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 6 quarters.
  • TD Asset Management's H&E Equipment Services position peaked at $696K in Q1 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on TD Asset Management's 13F filing for Q4 2014, filed 30 Jan 2015.