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Capital Impact Advisors’s HEICO Corp HEI Stock Holding History

Capital Impact 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
2016
Q1 		– Sell
-24,453
Closed -$544K – 232
2015
Q4 		$544K Buy
+24,453
New +$509K 0.26% 182

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Capital Impact Advisors's HEI Position: Q1 2016 in Review

Capital Impact Advisors sold out of HEICO Corp (HEI) in Q1 2016, closing a stake of 24,453 shares — an estimated $544K sold.

Capital Impact Advisors first reported a position in HEI in Q4 2015 and held it in 1 quarter. The position peaked at $544K in Q4 2015. 179 funds tracked by Wall St. Rank hold HEI as of Q1 2016.

  • Capital Impact Advisors reported no remaining HEICO Corp position as of Q1 2016 after selling out during the quarter.
  • Capital Impact Advisors sold 24,453 HEICO Corp shares in Q1 2016, an estimated $544K.
  • Capital Impact Advisors first reported a position in HEICO Corp in Q4 2015 and held it in 1 quarter.
  • Capital Impact Advisors's HEICO Corp position peaked at $544K in Q4 2015.
  • 179 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2016.

Based on Capital Impact Advisors's 13F filing for Q1 2016, filed 13 Apr 2016.