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Polaris Wealth Advisory Group’s HEICO Corp HEI Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-125
Closed -$12K – 275
2018
Q3 		$12K Buy
+125
New +$10.3K ﹤0.01% 383
2018
Q2 		– Sell
-125
Closed -$9K – 329
2018
Q1 		$9K Buy
+125
New +$8.18K ﹤0.01% 366

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Polaris Wealth Advisory Group's HEI Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 125 shares — an estimated $12K sold.

Polaris Wealth Advisory Group first reported a position in HEI in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 326 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 125 HEICO Corp shares in Q4 2018, an estimated $12K.
  • Polaris Wealth Advisory Group first reported a position in HEICO Corp in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's HEICO Corp position peaked at $12K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.