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TRUE Private Wealth Advisors’s HEICO Corp HEI Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-1,626
Closed -$151K – 536
2018
Q3 		$151K Buy
+1,626
New +$134K 0.02% 299

Other funds holding HEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TRUE Private Wealth Advisors's HEI Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 1,626 shares — an estimated $151K sold.

TRUE Private Wealth Advisors first reported a position in HEI in Q3 2018 and held it in 1 quarter. The position peaked at $151K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,626 HEICO Corp shares in Q4 2018, an estimated $151K.
  • TRUE Private Wealth Advisors first reported a position in HEICO Corp in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's HEICO Corp position peaked at $151K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.