BDO Wealth Advisors’s HEICO Corp HEI Stock Holding History

BDO Wealth Advisors’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 Q2	–	Sell	-2,219	Closed	-$154K	–	660
2018 Q1	$154K	Buy	+2,219	New	+$145K	0.06%	145

Other funds holding HEI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BDO Wealth Advisors's HEI Position: Q2 2018 in Review

BDO Wealth Advisors sold out of HEICO Corp (HEI) in Q2 2018, closing a stake of 2,219 shares — an estimated $154K sold.

BDO Wealth Advisors first reported a position in HEI in Q1 2018 and held it in 1 quarter. The position peaked at $154K in Q1 2018. 290 funds tracked by Wall St. Rank hold HEI as of Q2 2018.

BDO Wealth Advisors reported no remaining HEICO Corp position as of Q2 2018 after selling out during the quarter.
BDO Wealth Advisors sold 2,219 HEICO Corp shares in Q2 2018, an estimated $154K.
BDO Wealth Advisors first reported a position in HEICO Corp in Q1 2018 and held it in 1 quarter.
BDO Wealth Advisors's HEICO Corp position peaked at $154K in Q1 2018.
290 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.