WA
HEES

WFG Advisors’s H&E Equipment Services HEES Stock Holding History

WFG Advisors’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
2016
Q1 		– Sell
-1,069
Closed -$19K – 1585
2015
Q4 		$19K Hold
1,069
– – 0.01% 912
2015
Q3 		$18K Hold
1,069
– – 0.01% 924
2015
Q2 		$21K Hold
1,069
– – 0.01% 960
2015
Q1 		$27K Buy
1,069
+1,018
+1,996% +$22.9K 0.01% 908
2014
Q4 		$1K Buy
51
+1
+2% +$34 ﹤0.01% 1959
2014
Q3 		$2K Hold
50
– – ﹤0.01% 1869
2014
Q2 		$2K Hold
50
– – ﹤0.01% 1817
2014
Q1 		$2K Hold
50
– – ﹤0.01% 1800
2013
Q4 		$1K Buy
+50
New +$1.37K ﹤0.01% 2086

Other funds holding HEES

CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's HEES Position: Q1 2016 in Review

WFG Advisors sold out of H&E Equipment Services (HEES) in Q1 2016, closing a stake of 1,069 shares — an estimated $19K sold.

WFG Advisors first reported a position in HEES in Q4 2013 and held it in 9 quarters. The position peaked at $27K in Q1 2015. 115 funds tracked by Wall St. Rank hold HEES as of Q1 2016.

  • WFG Advisors reported no remaining H&E Equipment Services position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 1,069 H&E Equipment Services shares in Q1 2016, an estimated $19K.
  • WFG Advisors first reported a position in H&E Equipment Services in Q4 2013 and held it in 9 quarters.
  • WFG Advisors's H&E Equipment Services position peaked at $27K in Q1 2015.
  • 115 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.