WSA
HEES

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

Wall Street 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
2013
Q3 		– Sell
-104,583
Closed -$2.2M – 307
2013
Q2 		$2.2M Buy
+104,583
New +$2.19M 0.22% 138

Other funds holding HEES

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wall Street Associates's HEES Position: Q3 2013 in Review

Wall Street Associates sold out of H&E Equipment Services (HEES) in Q3 2013, closing a stake of 104,583 shares — an estimated $2.2M sold.

Wall Street Associates first reported a position in HEES in Q2 2013 and held it in 1 quarter. The position peaked at $2.2M in Q2 2013. 116 funds tracked by Wall St. Rank hold HEES as of Q3 2013.

  • Wall Street Associates reported no remaining H&E Equipment Services position as of Q3 2013 after selling out during the quarter.
  • Wall Street Associates sold 104,583 H&E Equipment Services shares in Q3 2013, an estimated $2.2M.
  • Wall Street Associates first reported a position in H&E Equipment Services in Q2 2013 and held it in 1 quarter.
  • Wall Street Associates's H&E Equipment Services position peaked at $2.2M in Q2 2013.
  • 116 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2013.

Based on Wall Street Associates's 13F filing for Q3 2013, filed 12 Nov 2013.