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Bellwether Investment Group’s HEICO Corp HEI Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,450
Closed -$52K – 294
2017
Q1 		$52K Sell
1,450
-15
-1% -$500 0.14% 140
2016
Q4 		$46K Buy
+1,465
New +$44K 0.04% 278
2016
Q2 		$16K Buy
+593
New +$15.3K 0.02% 352

Other funds holding HEI

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bellwether Investment Group's HEI Position: Q2 2017 in Review

Bellwether Investment Group sold out of HEICO Corp (HEI) in Q2 2017, closing a stake of 1,450 shares — an estimated $52K sold.

Bellwether Investment Group first reported a position in HEI in Q2 2016 and held it in 3 quarters. The position peaked at $52K in Q1 2017. 208 funds tracked by Wall St. Rank hold HEI as of Q2 2017.

  • Bellwether Investment Group reported no remaining HEICO Corp position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,450 HEICO Corp shares in Q2 2017, an estimated $52K.
  • Bellwether Investment Group first reported a position in HEICO Corp in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's HEICO Corp position peaked at $52K in Q1 2017.
  • 208 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.