WFM
HEES

Wilmington Funds Management’s H&E Equipment Services HEES Stock Holding History

Wilmington Funds Management’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
2014
Q2 		$423K Hold
11,635
– – 0.04% 412
2014
Q1 		$471K Sell
11,635
-3,173
-21% -$105K 0.05% 380
2013
Q4 		$439K Sell
14,808
-777
-5% -$21.3K 0.04% 430
2013
Q3 		$414K Sell
15,585
-760
-5% -$18.1K 0.04% 430
2013
Q2 		$344K Buy
+16,345
New +$342K 0.03% 489

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wilmington Funds Management's HEES Position: Q2 2014 in Review

Wilmington Funds Management held its H&E Equipment Services (HEES) position steady in Q2 2014 at 11,635 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #412.

Wilmington Funds Management first reported a position in HEES in Q2 2013 and has held it in 5 quarters since. The position peaked at $471K in Q1 2014. 158 funds tracked by Wall St. Rank hold HEES as of Q2 2014.

  • Wilmington Funds Management held 11,635 shares of H&E Equipment Services worth $423K as of Q2 2014.
  • Wilmington Funds Management left its H&E Equipment Services share count unchanged in Q2 2014.
  • H&E Equipment Services made up 0.04% of Wilmington Funds Management's portfolio in Q2 2014, its #412 holding.
  • Wilmington Funds Management first reported a position in H&E Equipment Services in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's H&E Equipment Services position peaked at $471K in Q1 2014.
  • 158 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.