USAA
HEES

United Services Automobile Association’s H&E Equipment Services HEES Stock Holding History

United Services Automobile Association’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
Q3 		– Sell
-23,413
Closed -$881K – 2329
2018
Q2 		$881K Hold
23,413
– – ﹤0.01% 1427
2018
Q1 		$901K Buy
+23,413
New +$920K ﹤0.01% 1440

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Services Automobile Association's HEES Position: Q3 2018 in Review

United Services Automobile Association sold out of H&E Equipment Services (HEES) in Q3 2018, closing a stake of 23,413 shares — an estimated $881K sold.

United Services Automobile Association first reported a position in HEES in Q1 2018 and held it in 2 quarters. The position peaked at $901K in Q1 2018. 154 funds tracked by Wall St. Rank hold HEES as of Q3 2018.

  • United Services Automobile Association reported no remaining H&E Equipment Services position as of Q3 2018 after selling out during the quarter.
  • United Services Automobile Association sold 23,413 H&E Equipment Services shares in Q3 2018, an estimated $881K.
  • United Services Automobile Association first reported a position in H&E Equipment Services in Q1 2018 and held it in 2 quarters.
  • United Services Automobile Association's H&E Equipment Services position peaked at $901K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2018.

Based on United Services Automobile Association's 13F filing for Q3 2018, filed 13 Nov 2018.