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Acrospire Investment Management’s HEICO Corp HEI Stock Holding History

Acrospire Investment Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,725
Closed -$63K – 630
2017
Q2 		$63K Buy
1,725
+199
+13% +$7.33K 0.06% 632
2017
Q1 		$55K Buy
1,526
+977
+178% +$32.5K 0.05% 854
2016
Q4 		$17K Buy
+549
New +$16.5K 0.01% 1814
2016
Q2 		– Sell
-1,282
Closed -$32K – 2119
2016
Q1 		$32K Buy
+1,282
New +$29.5K 0.02% 1272

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acrospire Investment Management's HEI Position: Q3 2017 in Review

Acrospire Investment Management sold out of HEICO Corp (HEI) in Q3 2017, closing a stake of 1,725 shares — an estimated $63K sold.

Acrospire Investment Management first reported a position in HEI in Q1 2016 and held it in 4 quarters. The position peaked at $63K in Q2 2017. 236 funds tracked by Wall St. Rank hold HEI as of Q3 2017.

  • Acrospire Investment Management reported no remaining HEICO Corp position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,725 HEICO Corp shares in Q3 2017, an estimated $63K.
  • Acrospire Investment Management first reported a position in HEICO Corp in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's HEICO Corp position peaked at $63K in Q2 2017.
  • 236 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.