Chessman Wealth Strategies RIA’s HEICO Corp HEI Stock Holding History

Chessman Wealth Strategies RIA’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	-8	Closed	-$1K	–	87
2018 Q3	$1K	Buy	+8	New	+$658	﹤0.01%	186

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

Chessman Wealth Strategies RIA's HEI Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

Chessman Wealth Strategies RIA first reported a position in HEI in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

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

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.