Avantax Planning Partners’s HEICO Corp HEI Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-87	Closed	-$8K	–	665
2018 Q3	$8K	Buy	+87	New	+$7.15K	﹤0.01%	939

Other funds holding HEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Avantax Planning Partners's HEI Position: Q4 2018 in Review

Avantax Planning Partners sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 87 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in HEI in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

Avantax Planning Partners reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 87 HEICO Corp shares in Q4 2018, an estimated $8K.
Avantax Planning Partners first reported a position in HEICO Corp in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's HEICO Corp position peaked at $8K in Q3 2018.
325 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.