Winch Advisory Services’s H&E Equipment Services HEES Stock Holding History

Winch Advisory Services’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
2020 Q1	–	Sell	-2,078	Closed	-$69K	–	358
2019 Q4	$69K	Buy	2,078 +17	+0.8%	+$551	0.03%	97
2019 Q3	$59K	Buy	2,061 +20	+1%	+$541	0.03%	98
2019 Q2	$59K	Buy	2,041 +20	+1%	+$556	0.03%	102
2019 Q1	$51K	Sell	2,021 -312	-13%	-$8.21K	0.03%	113
2018 Q4	$48K	Buy	2,333 +1,833	+367%	+$44.9K	0.03%	99
2018 Q3	$19K	Buy	+500	New	+$18.1K	0.01%	142

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 $121B AUM 27.52% 1-Year Est. Return

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

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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Winch Advisory Services's HEES Position: Q1 2020 in Review

Winch Advisory Services sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 2,078 shares — an estimated $69K sold.

Winch Advisory Services first reported a position in HEES in Q3 2018 and held it in 6 quarters. The position peaked at $69K in Q4 2019. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

Winch Advisory Services reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 2,078 H&E Equipment Services shares in Q1 2020, an estimated $69K.
Winch Advisory Services first reported a position in H&E Equipment Services in Q3 2018 and held it in 6 quarters.
Winch Advisory Services's H&E Equipment Services position peaked at $69K in Q4 2019.
156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.