EWM
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Evercore Wealth Management’s HEICO HEI Stock Holding History

Evercore Wealth Management’s Portfolio HEI Stock Details HEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-113
Closed -$11K – 531
2017
Q4 		$11K Hold
113
– – ﹤0.01% 797
2017
Q3 		$10K Sell
113
-51
-31% -$4.51K ﹤0.01% 793
2017
Q2 		$12K Buy
+164
New +$12K ﹤0.01% 791