WBI Investments’s H&E Equipment Services HEES Stock Holding History

WBI Investments’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
2020 Q3	–	Sell	-13,109	Closed	-$242K	–	130
2020 Q2	$242K	Buy	+13,109	New	+$209K	0.04%	95

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's HEES Position: Q3 2020 in Review

WBI Investments sold out of H&E Equipment Services (HEES) in Q3 2020, closing a stake of 13,109 shares — an estimated $242K sold.

WBI Investments first reported a position in HEES in Q2 2020 and held it in 1 quarter. The position peaked at $242K in Q2 2020. 139 funds tracked by Wall St. Rank hold HEES as of Q3 2020.

WBI Investments reported no remaining H&E Equipment Services position as of Q3 2020 after selling out during the quarter.
WBI Investments sold 13,109 H&E Equipment Services shares in Q3 2020, an estimated $242K.
WBI Investments first reported a position in H&E Equipment Services in Q2 2020 and held it in 1 quarter.
WBI Investments's H&E Equipment Services position peaked at $242K in Q2 2020.
139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2020.

Based on WBI Investments's 13F filing for Q3 2020, filed 6 Nov 2020.