Wealth Advisors of Tampa Bay’s H&E Equipment Services HEES Stock Holding History

Wealth Advisors of Tampa Bay’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
2019 Q4	–	Sell	-82,983	Closed	-$2.4M	–	64
2019 Q3	$2.4M	Sell	82,983 -10,690	-11%	-$289K	1.99%	22
2019 Q2	$2.73M	Sell	93,673 -2,375	-2%	-$66.1K	1.98%	21
2019 Q1	$2.41M	Sell	96,048 -13,555	-12%	-$356K	1.75%	25
2018 Q4	$2.24M	Buy	109,603 +19,839	+22%	+$486K	1.82%	25
2018 Q3	$3.39M	Buy	89,764 +3,121	+4%	+$113K	2.38%	19
2018 Q2	$3.26M	Sell	86,643 -850	-1%	-$31.7K	2.49%	17
2018 Q1	$3.37M	Sell	87,493 -6,585	-7%	-$259K	2.43%	16
2017 Q4	$3.66M	Buy	+94,078	New	+$3.22M	2.51%	16

Other funds holding HEES

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Advisors of Tampa Bay's HEES Position: Q4 2019 in Review

Wealth Advisors of Tampa Bay sold out of H&E Equipment Services (HEES) in Q4 2019, closing a stake of 82,983 shares — an estimated $2.4M sold.

Wealth Advisors of Tampa Bay first reported a position in HEES in Q4 2017 and held it in 8 quarters. The position peaked at $3.66M in Q4 2017. 173 funds tracked by Wall St. Rank hold HEES as of Q4 2019.

Wealth Advisors of Tampa Bay reported no remaining H&E Equipment Services position as of Q4 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 82,983 H&E Equipment Services shares in Q4 2019, an estimated $2.4M.
Wealth Advisors of Tampa Bay first reported a position in H&E Equipment Services in Q4 2017 and held it in 8 quarters.
Wealth Advisors of Tampa Bay's H&E Equipment Services position peaked at $3.66M in Q4 2017.
173 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2019, filed 23 Jan 2020.