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	–	182
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	–	920
2016 Q2	$3K	Buy	+105	New	+$2.72K	﹤0.01%	785
2016 Q1	–	Sell	-1,160	Closed	-$26K	–	871
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 $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MYCIO Wealth Partners's HEI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of HEICO Corp (HEI) in Q1 2020, closing a stake of 3,588 shares — an estimated $410K sold.

MYCIO Wealth Partners first reported a position in HEI in Q1 2014 and held it in 19 quarters. The position peaked at $480K in Q2 2019. 396 funds tracked by Wall St. Rank hold HEI as of Q1 2020.

MYCIO Wealth Partners reported no remaining HEICO Corp position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 3,588 HEICO Corp shares in Q1 2020, an estimated $410K.
MYCIO Wealth Partners first reported a position in HEICO Corp in Q1 2014 and held it in 19 quarters.
MYCIO Wealth Partners's HEICO Corp position peaked at $480K in Q2 2019.
396 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.