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

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ClearBridge Investments
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Dimensional Fund Advisors
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AllianceBernstein
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SFM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return