Torch Wealth Management’s HEICO Corp HEI Stock Holding History

Torch 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
2014 Q2	–	Sell	-1,038	Closed	-$26K	–	269
2014 Q1	$26K	Buy	+1,038	New	+$24.7K	0.02%	200

Other funds holding HEI

BFA

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

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

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

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

Torch Wealth Management's HEI Position: Q2 2014 in Review

Torch Wealth Management sold out of HEICO Corp (HEI) in Q2 2014, closing a stake of 1,038 shares — an estimated $26K sold.

Torch Wealth Management first reported a position in HEI in Q1 2014 and held it in 1 quarter. The position peaked at $26K in Q1 2014. 146 funds tracked by Wall St. Rank hold HEI as of Q2 2014.

Torch Wealth Management reported no remaining HEICO Corp position as of Q2 2014 after selling out during the quarter.
Torch Wealth Management sold 1,038 HEICO Corp shares in Q2 2014, an estimated $26K.
Torch Wealth Management first reported a position in HEICO Corp in Q1 2014 and held it in 1 quarter.
Torch Wealth Management's HEICO Corp position peaked at $26K in Q1 2014.
146 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.