WI
HEES

WrapManager Inc’s H&E Equipment Services HEES Stock Holding History

WrapManager Inc’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
2017
Q3 		– Sell
-10,306
Closed -$210K – 241
2017
Q2 		$210K Buy
10,306
+391
+4% +$8.2K 0.07% 232
2017
Q1 		$243K Sell
9,915
-942
-9% -$23.1K 0.09% 208
2016
Q4 		$252K Buy
+10,857
New +$199K 0.1% 198

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 $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WrapManager Inc's HEES Position: Q3 2017 in Review

WrapManager Inc sold out of H&E Equipment Services (HEES) in Q3 2017, closing a stake of 10,306 shares — an estimated $210K sold.

WrapManager Inc first reported a position in HEES in Q4 2016 and held it in 3 quarters. The position peaked at $252K in Q4 2016. 149 funds tracked by Wall St. Rank hold HEES as of Q3 2017.

  • WrapManager Inc reported no remaining H&E Equipment Services position as of Q3 2017 after selling out during the quarter.
  • WrapManager Inc sold 10,306 H&E Equipment Services shares in Q3 2017, an estimated $210K.
  • WrapManager Inc first reported a position in H&E Equipment Services in Q4 2016 and held it in 3 quarters.
  • WrapManager Inc's H&E Equipment Services position peaked at $252K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2017.

Based on WrapManager Inc's 13F filing for Q3 2017, filed 3 Nov 2017.