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Cornerstone Wealth Management’s HEICO Corp HEI Stock Holding History

Cornerstone Wealth Management’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
-21,841
Closed -$244K – 678
2018
Q3 		$244K Buy
+21,841
New +$1.8M ﹤0.01% 1137

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Cornerstone Wealth Management's HEI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 21,841 shares — an estimated $244K sold.

Cornerstone Wealth Management first reported a position in HEI in Q3 2018 and held it in 1 quarter. The position peaked at $244K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 21,841 HEICO Corp shares in Q4 2018, an estimated $244K.
  • Cornerstone Wealth Management first reported a position in HEICO Corp in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's HEICO Corp position peaked at $244K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.