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Mountain Capital Investment Advisors’s HEICO Corp HEI Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-195
Closed -$9K – 192
2017
Q3 		$9K Buy
+195
New +$8.29K 0.01% 286

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mountain Capital Investment Advisors's HEI Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of HEICO Corp (HEI) in Q4 2017, closing a stake of 195 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in HEI in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 260 funds tracked by Wall St. Rank hold HEI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining HEICO Corp position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 195 HEICO Corp shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in HEICO Corp in Q3 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's HEICO Corp position peaked at $9K in Q3 2017.
  • 260 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.