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Checchi Capital Advisers’s HEICO Corp HEI Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-190
Closed -$5K – 751
2016
Q2 		$5K Hold
190
– – ﹤0.01% 1397
2016
Q1 		$5K Buy
+190
New +$4.37K ﹤0.01% 1407

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Checchi Capital Advisers's HEI Position: Q3 2016 in Review

Checchi Capital Advisers sold out of HEICO Corp (HEI) in Q3 2016, closing a stake of 190 shares — an estimated $5K sold.

Checchi Capital Advisers first reported a position in HEI in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 193 funds tracked by Wall St. Rank hold HEI as of Q3 2016.

  • Checchi Capital Advisers reported no remaining HEICO Corp position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 190 HEICO Corp shares in Q3 2016, an estimated $5K.
  • Checchi Capital Advisers first reported a position in HEICO Corp in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's HEICO Corp position peaked at $5K in Q2 2016.
  • 193 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.