TA
HEES

TMD & Associates’s H&E Equipment Services HEES Stock Holding History

TMD & Associates’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
2016
Q2 		– Sell
-21,325
Closed -$374K – 30
2016
Q1 		$374K Buy
21,325
+4,175
+24% +$60.5K 0.37% 21
2015
Q4 		$300K Buy
+17,150
New +$315K 0.27% 46

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

TMD & Associates's HEES Position: Q2 2016 in Review

TMD & Associates sold out of H&E Equipment Services (HEES) in Q2 2016, closing a stake of 21,325 shares — an estimated $374K sold.

TMD & Associates first reported a position in HEES in Q4 2015 and held it in 2 quarters. The position peaked at $374K in Q1 2016. 129 funds tracked by Wall St. Rank hold HEES as of Q2 2016.

  • TMD & Associates reported no remaining H&E Equipment Services position as of Q2 2016 after selling out during the quarter.
  • TMD & Associates sold 21,325 H&E Equipment Services shares in Q2 2016, an estimated $374K.
  • TMD & Associates first reported a position in H&E Equipment Services in Q4 2015 and held it in 2 quarters.
  • TMD & Associates's H&E Equipment Services position peaked at $374K in Q1 2016.
  • 129 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2016.

Based on TMD & Associates's 13F filing for Q2 2016, filed 12 Jul 2016.