WEC
HEES

Winslow Evans & Crocker’s H&E Equipment Services HEES Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-595
Closed -$18K – 1334
2013
Q4 		$18K Buy
+595
New +$16.3K 0.01% 727

Other funds holding HEES

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Winslow Evans & Crocker's HEES Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of H&E Equipment Services (HEES) in Q1 2014, closing a stake of 595 shares — an estimated $18K sold.

Winslow Evans & Crocker first reported a position in HEES in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 153 funds tracked by Wall St. Rank hold HEES as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining H&E Equipment Services position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 595 H&E Equipment Services shares in Q1 2014, an estimated $18K.
  • Winslow Evans & Crocker first reported a position in H&E Equipment Services in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's H&E Equipment Services position peaked at $18K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.