Israel Discount Bank of New York’s HEICO Corp HEI Stock Holding History

Israel Discount Bank of New York’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 Q3	–	Sell	-898	Closed	-$65K	–	437
2018 Q2	$65K	Sell	898 -7	-0.8%	-$509	0.04%	204
2018 Q1	$63K	Sell	905 -228	-20%	-$14.9K	0.04%	221
2017 Q4	$55K	Sell	1,133 -316	-22%	-$14.7K	0.04%	252
2017 Q3	$67K	Hold	1,449	–	–	0.05%	210
2017 Q2	$53K	Sell	1,449 -65	-4%	-$2.39K	0.04%	243
2017 Q1	$54K	Hold	1,514	–	–	0.04%	228
2016 Q4	$48K	Buy	+1,514	New	+$45.5K	0.04%	269

Other funds holding HEI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Israel Discount Bank of New York's HEI Position: Q3 2018 in Review

Israel Discount Bank of New York sold out of HEICO Corp (HEI) in Q3 2018, closing a stake of 898 shares — an estimated $65K sold.

Israel Discount Bank of New York first reported a position in HEI in Q4 2016 and held it in 7 quarters. The position peaked at $67K in Q3 2017. 331 funds tracked by Wall St. Rank hold HEI as of Q3 2018.

Israel Discount Bank of New York reported no remaining HEICO Corp position as of Q3 2018 after selling out during the quarter.
Israel Discount Bank of New York sold 898 HEICO Corp shares in Q3 2018, an estimated $65K.
Israel Discount Bank of New York first reported a position in HEICO Corp in Q4 2016 and held it in 7 quarters.
Israel Discount Bank of New York's HEICO Corp position peaked at $67K in Q3 2017.
331 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2018.

Based on Israel Discount Bank of New York's 13F filing for Q3 2018, filed 14 Nov 2018.