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Evercore Wealth Management’s HEICO Corp HEI Stock Holding History

Evercore 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
Q1 		– Sell
-221
Closed -$11K – 531
2017
Q4 		$11K Hold
221
– – ﹤0.01% 798
2017
Q3 		$10K Sell
221
-99
-31% -$4.21K ﹤0.01% 793
2017
Q2 		$12K Buy
+320
New +$11.8K ﹤0.01% 793

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Evercore Wealth Management's HEI Position: Q1 2018 in Review

Evercore Wealth Management sold out of HEICO Corp (HEI) in Q1 2018, closing a stake of 221 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in HEI in Q2 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2017. 267 funds tracked by Wall St. Rank hold HEI as of Q1 2018.

  • Evercore Wealth Management reported no remaining HEICO Corp position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 221 HEICO Corp shares in Q1 2018, an estimated $11K.
  • Evercore Wealth Management first reported a position in HEICO Corp in Q2 2017 and held it in 3 quarters.
  • Evercore Wealth Management's HEICO Corp position peaked at $12K in Q2 2017.
  • 267 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.