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Regal Wealth Group’s HEICO Corp HEI Stock Holding History

Regal Wealth 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
2016
Q4 		– Sell
-76
Closed -$2K – 171
2016
Q3 		$2K Hold
76
– – ﹤0.01% 180
2016
Q2 		$2K Hold
76
– – ﹤0.01% 188
2016
Q1 		$2K Hold
76
– – ﹤0.01% 166
2015
Q4 		$2K Buy
+76
New +$1.58K ﹤0.01% 162

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Wealth Group's HEI Position: Q4 2016 in Review

Regal Wealth Group sold out of HEICO Corp (HEI) in Q4 2016, closing a stake of 76 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in HEI in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 201 funds tracked by Wall St. Rank hold HEI as of Q4 2016.

  • Regal Wealth Group reported no remaining HEICO Corp position as of Q4 2016 after selling out during the quarter.
  • Regal Wealth Group sold 76 HEICO Corp shares in Q4 2016, an estimated $2K.
  • Regal Wealth Group first reported a position in HEICO Corp in Q4 2015 and held it in 4 quarters.
  • Regal Wealth Group's HEICO Corp position peaked at $2K in Q3 2016.
  • 201 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2016.

Based on Regal Wealth Group's 13F filing for Q4 2016, filed 9 Aug 2017.