Wedbush Securities’s H&E Equipment Services HEES Stock Holding History

Wedbush Securities’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 Q1	–	Sell	-9,012	Closed	-$366K	–	851
2017 Q4	$366K	Sell	9,012 -4,733	-34%	-$162K	0.04%	482
2017 Q3	$401K	Sell	13,745 -1,192	-8%	-$27.7K	0.05%	464
2017 Q2	$305K	Sell	14,937 -188	-1%	-$3.94K	0.04%	537
2017 Q1	$371K	Sell	15,125 -3,340	-18%	-$81.8K	0.05%	448
2016 Q4	$429K	Buy	18,465 +4,057	+28%	+$74.3K	0.06%	378
2016 Q3	$241K	Buy	14,408 +158	+1%	+$2.71K	0.04%	592
2016 Q2	$271K	Hold	14,250	–	–	0.04%	496
2016 Q1	$250K	Buy	14,250 +1,300	+10%	+$18.8K	0.04%	504
2015 Q4	$226K	Sell	12,950 -600	-4%	-$11K	0.04%	529
2015 Q3	$227K	Buy	13,550 +2,800	+26%	+$49.2K	0.05%	477
2015 Q2	$215K	Buy	10,750 +950	+10%	+$22.7K	0.04%	554
2015 Q1	$245K	Buy	+9,800	New	+$220K	0.04%	501

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wedbush Securities's HEES Position: Q1 2018 in Review

Wedbush Securities sold out of H&E Equipment Services (HEES) in Q1 2018, closing a stake of 9,012 shares — an estimated $366K sold.

Wedbush Securities first reported a position in HEES in Q1 2015 and held it in 12 quarters. The position peaked at $429K in Q4 2016. 172 funds tracked by Wall St. Rank hold HEES as of Q1 2018.

Wedbush Securities reported no remaining H&E Equipment Services position as of Q1 2018 after selling out during the quarter.
Wedbush Securities sold 9,012 H&E Equipment Services shares in Q1 2018, an estimated $366K.
Wedbush Securities first reported a position in H&E Equipment Services in Q1 2015 and held it in 12 quarters.
Wedbush Securities's H&E Equipment Services position peaked at $429K in Q4 2016.
172 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2018.

Based on Wedbush Securities's 13F filing for Q1 2018, filed 1 May 2018.