WIC
HEES

Woodmont Investment Counsel’s H&E Equipment Services HEES Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-1,500
Closed -$25K – 370
2016
Q3 		$25K Buy
+1,500
New +$25.7K 0.01% 332
2016
Q2 		– Sell
-1,500
Closed -$26K – 302
2016
Q1 		$26K Buy
+1,500
New +$21.7K 0.01% 324

Other funds holding HEES

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Woodmont Investment Counsel's HEES Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of H&E Equipment Services (HEES) in Q4 2016, closing a stake of 1,500 shares — an estimated $25K sold.

Woodmont Investment Counsel first reported a position in HEES in Q1 2016 and held it in 2 quarters. The position peaked at $26K in Q1 2016. 152 funds tracked by Wall St. Rank hold HEES as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining H&E Equipment Services position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,500 H&E Equipment Services shares in Q4 2016, an estimated $25K.
  • Woodmont Investment Counsel first reported a position in H&E Equipment Services in Q1 2016 and held it in 2 quarters.
  • Woodmont Investment Counsel's H&E Equipment Services position peaked at $26K in Q1 2016.
  • 152 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.