First New York Securities’s HEICO Corp HEI Stock Holding History

First New York Securities’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 Q4	$30.9K	Sell	977 -244	-20%	-$7.33K	0.06%	55
2016 Q3	$34.6K	Buy	+1,221	New	+$34.5K	0.02%	142
2015 Q4	–	Sell	-17,017	Closed	-$341K	–	147
2015 Q3	$341K	Buy	17,017 +10,503	+161%	+$229K	0.15%	57
2015 Q2	$156K	Buy	6,514 +5,804	+817%	+$139K	0.08%	90
2015 Q1	$17.8K	Buy	+710	New	+$17.5K	0.02%	231
2014 Q4	–	Sell	-4,546	Closed	-$87K	–	430
2014 Q3	$87K	Buy	+4,546	New	+$94.8K	0.06%	193

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First New York Securities's HEI Position: Q4 2016 in Review

First New York Securities reduced its HEICO Corp (HEI) stake by 20% in Q4 2016, selling an estimated $7.33K and leaving 977 shares worth $30.9K. The position accounts for 0.06% of the portfolio, ranked #55.

First New York Securities first reported a position in HEI in Q3 2014 and has held it in 6 quarters since. The position peaked at $341K in Q3 2015. 201 funds tracked by Wall St. Rank hold HEI as of Q4 2016.

First New York Securities held 977 shares of HEICO Corp worth $30.9K as of Q4 2016.
First New York Securities sold 244 HEICO Corp shares in Q4 2016, an estimated $7.33K.
HEICO Corp made up 0.06% of First New York Securities's portfolio in Q4 2016, its #55 holding.
First New York Securities first reported a position in HEICO Corp in Q3 2014 and has held it in 6 quarters since.
First New York Securities's HEICO Corp position peaked at $341K in Q3 2015.
201 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.