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SeaCrest Wealth Management’s HEICO Corp HEI Stock Holding History

SeaCrest Wealth Management’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
-258
Closed -$24K – 2207
2018
Q3 		$24K Sell
258
-30
-10% -$2.47K ﹤0.01% 1306
2018
Q2 		$21K Sell
288
-10
-3% -$726 ﹤0.01% 1339
2018
Q1 		$21K Sell
298
-116
-28% -$7.59K ﹤0.01% 1309
2017
Q4 		$20K Buy
+414
New +$19.3K ﹤0.01% 1340

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

SeaCrest Wealth Management's HEI Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 258 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in HEI in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 326 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 258 HEICO Corp shares in Q4 2018, an estimated $24K.
  • SeaCrest Wealth Management first reported a position in HEICO Corp in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's HEICO Corp position peaked at $24K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.