RWA Wealth Partners’s HEICO Corp HEI Stock Holding History

RWA 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
2018 Q3	–	Sell	-390	Closed	-$28K	–	441
2018 Q2	$28K	Buy	+390	New	+$28.3K	﹤0.01%	493

Other funds holding HEI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

RWA Wealth Partners's HEI Position: Q3 2018 in Review

RWA Wealth Partners sold out of HEICO Corp (HEI) in Q3 2018, closing a stake of 390 shares — an estimated $28K sold.

RWA Wealth Partners first reported a position in HEI in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 330 funds tracked by Wall St. Rank hold HEI as of Q3 2018.

RWA Wealth Partners reported no remaining HEICO Corp position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 390 HEICO Corp shares in Q3 2018, an estimated $28K.
RWA Wealth Partners first reported a position in HEICO Corp in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's HEICO Corp position peaked at $28K in Q2 2018.
330 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.