MYCIO Wealth Partners’s HEICO Corp HEI Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-3,588	Closed	-$410K	–	184
2019 Q4	$410K	Hold	3,588	–	–	0.03%	215
2019 Q3	$448K	Hold	3,588	–	–	0.03%	191
2019 Q2	$480K	Hold	3,588	–	–	0.04%	176
2019 Q1	$340K	Hold	3,588	–	–	0.03%	202
2018 Q4	$278K	Hold	3,588	–	–	0.03%	214
2018 Q3	$332K	Hold	3,588	–	–	0.03%	203
2018 Q2	$262K	Sell	3,588 -1	-0%	-$73	0.03%	231
2018 Q1	$249K	Sell	3,589 -897	-20%	-$58.7K	0.03%	212
2017 Q4	$217K	Hold	4,486	–	–	0.02%	225
2017 Q3	$206K	Buy	+4,486	New	+$191K	0.02%	226
2016 Q3	–	Sell	-105	Closed	-$3K	–	923
2016 Q2	$3K	Buy	+105	New	+$2.72K	﹤0.01%	785
2016 Q1	–	Sell	-1,160	Closed	-$26K	–	874
2015 Q4	$26K	Hold	1,160	–	–	﹤0.01%	380
2015 Q3	$23K	Hold	1,160	–	–	﹤0.01%	419
2015 Q2	$28K	Hold	1,160	–	–	0.01%	381
2015 Q1	$29K	Hold	1,160	–	–	0.01%	355
2014 Q4	$29K	Hold	1,160	–	–	0.01%	344
2014 Q3	$22K	Hold	1,160	–	–	0.01%	357
2014 Q2	$25K	Hold	1,160	–	–	0.01%	360
2014 Q1	$29K	Buy	+1,160	New	+$27.6K	0.01%	328

Other funds holding HEI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return