Ropes Wealth Advisors’s HEICO Corp HEI Stock Holding History

Ropes Wealth 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
2015 Q4	–	Sell	-2,466	Closed	-$49K	–	499
2015 Q3	$49K	Buy	+2,466	New	+$53.8K	0.03%	257

Other funds holding HEI

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ropes Wealth Advisors's HEI Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of HEICO Corp (HEI) in Q4 2015, closing a stake of 2,466 shares — an estimated $49K sold.

Ropes Wealth Advisors first reported a position in HEI in Q3 2015 and held it in 1 quarter. The position peaked at $49K in Q3 2015. 174 funds tracked by Wall St. Rank hold HEI as of Q4 2015.

Ropes Wealth Advisors reported no remaining HEICO Corp position as of Q4 2015 after selling out during the quarter.
Ropes Wealth Advisors sold 2,466 HEICO Corp shares in Q4 2015, an estimated $49K.
Ropes Wealth Advisors first reported a position in HEICO Corp in Q3 2015 and held it in 1 quarter.
Ropes Wealth Advisors's HEICO Corp position peaked at $49K in Q3 2015.
174 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.