Truvvo Partners’s HEICO Corp HEI Stock Holding History

Truvvo 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 Q1	–	Sell	-13,188	Closed	-$637K	–	104
2017 Q4	$637K	Hold	13,188	–	–	0.22%	86
2017 Q3	$606K	Hold	13,188	–	–	0.2%	86
2017 Q2	$478K	Hold	13,188	–	–	0.17%	99
2017 Q1	$471K	Sell	13,188 -166	-1%	-$5.53K	0.21%	88
2016 Q4	$422K	Hold	13,354	–	–	0.15%	106
2016 Q3	$379K	Buy	13,354 +12	+0.1%	+$339	0.17%	103
2016 Q2	$365K	Hold	13,342	–	–	0.19%	102
2016 Q1	$329K	Hold	13,342	–	–	0.15%	110
2015 Q4	$297K	Buy	+13,342	New	+$278K	0.16%	100

Other funds holding HEI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MWNA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Truvvo Partners's HEI Position: Q1 2018 in Review

Truvvo Partners sold out of HEICO Corp (HEI) in Q1 2018, closing a stake of 13,188 shares — an estimated $637K sold.

Truvvo Partners first reported a position in HEI in Q4 2015 and held it in 9 quarters. The position peaked at $637K in Q4 2017. 267 funds tracked by Wall St. Rank hold HEI as of Q1 2018.

Truvvo Partners reported no remaining HEICO Corp position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 13,188 HEICO Corp shares in Q1 2018, an estimated $637K.
Truvvo Partners first reported a position in HEICO Corp in Q4 2015 and held it in 9 quarters.
Truvvo Partners's HEICO Corp position peaked at $637K in Q4 2017.
267 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.