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Ameritas Investment Partners’s HEICO Corp HEI Stock Holding History

Ameritas Investment Partners’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
2015
Q2 		– Sell
-14,548
Closed -$364K – 1186
2015
Q1 		$364K Hold
14,548
– – 0.02% 746
2014
Q4 		$360K Hold
14,548
– – 0.02% 750
2014
Q3 		$278K Hold
14,548
– – 0.02% 834
2014
Q2 		$310K Buy
14,548
+561
+4% +$12.6K 0.02% 816
2014
Q1 		$345K Hold
13,987
– – 0.03% 726
2013
Q4 		$332K Buy
13,987
+19
+0.1% +$428 0.03% 769
2013
Q3 		$310K Buy
+13,968
New +$274K 0.03% 730

Other funds holding HEI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Investment Partners's HEI Position: Q2 2015 in Review

Ameritas Investment Partners sold out of HEICO Corp (HEI) in Q2 2015, closing a stake of 14,548 shares — an estimated $364K sold.

Ameritas Investment Partners first reported a position in HEI in Q3 2013 and held it in 7 quarters. The position peaked at $364K in Q1 2015. 161 funds tracked by Wall St. Rank hold HEI as of Q2 2015.

  • Ameritas Investment Partners reported no remaining HEICO Corp position as of Q2 2015 after selling out during the quarter.
  • Ameritas Investment Partners sold 14,548 HEICO Corp shares in Q2 2015, an estimated $364K.
  • Ameritas Investment Partners first reported a position in HEICO Corp in Q3 2013 and held it in 7 quarters.
  • Ameritas Investment Partners's HEICO Corp position peaked at $364K in Q1 2015.
  • 161 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2015.

Based on Ameritas Investment Partners's 13F filing for Q2 2015, filed 7 Aug 2015.