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 $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $535B AUM 26.23% 1-Year Est. Return