United Capital Financial Advisors’s H&E Equipment Services HEES Stock Holding History

United Capital Financial Advisors’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 Q4	–	Sell	-8,608	Closed	-$325K	–	1325
2018 Q3	$325K	Sell	8,608 -800	-9%	-$29K	﹤0.01%	1077
2018 Q2	$354K	Sell	9,408 -600	-6%	-$22.4K	﹤0.01%	1033
2018 Q1	$385K	Sell	10,008 -5,042	-34%	-$198K	﹤0.01%	1017
2017 Q4	$612K	Sell	15,050 -3,300	-18%	-$113K	﹤0.01%	908
2017 Q3	$536K	Sell	18,350 -1,300	-7%	-$30.2K	﹤0.01%	936
2017 Q2	$401K	Buy	+19,650	New	+$412K	﹤0.01%	984

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's HEES Position: Q4 2018 in Review

United Capital Financial Advisors sold out of H&E Equipment Services (HEES) in Q4 2018, closing a stake of 8,608 shares — an estimated $325K sold.

United Capital Financial Advisors first reported a position in HEES in Q2 2017 and held it in 6 quarters. The position peaked at $612K in Q4 2017. 135 funds tracked by Wall St. Rank hold HEES as of Q4 2018.

United Capital Financial Advisors reported no remaining H&E Equipment Services position as of Q4 2018 after selling out during the quarter.
United Capital Financial Advisors sold 8,608 H&E Equipment Services shares in Q4 2018, an estimated $325K.
United Capital Financial Advisors first reported a position in H&E Equipment Services in Q2 2017 and held it in 6 quarters.
United Capital Financial Advisors's H&E Equipment Services position peaked at $612K in Q4 2017.
135 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.