WFG Advisors’s HEICO Corp HEI Stock Holding History

WFG 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
2016 Q3	–	Sell	-571	Closed	-$16K	–	1621
2016 Q2	$16K	Hold	571	–	–	﹤0.01%	969
2016 Q1	$14K	Hold	571	–	–	﹤0.01%	961
2015 Q4	$13K	Hold	571	–	–	﹤0.01%	1014
2015 Q3	$11K	Hold	571	–	–	﹤0.01%	1067
2015 Q2	$14K	Hold	571	–	–	﹤0.01%	1085
2015 Q1	$14K	Buy	571 +2	+0.4%	+$49	﹤0.01%	1096
2014 Q4	$14K	Hold	569	–	–	﹤0.01%	1341
2014 Q3	$11K	Hold	569	–	–	﹤0.01%	1465
2014 Q2	$12K	Hold	569	–	–	﹤0.01%	1423
2014 Q1	$14K	Buy	569 +3	+0.5%	+$71	﹤0.01%	1375
2013 Q4	$13K	Buy	566 +1	+0.2%	+$23	﹤0.01%	1496
2013 Q3	$13K	Buy	565 +110	+24%	+$2.16K	﹤0.01%	1435
2013 Q2	$8K	Buy	+455	New	+$6.96K	﹤0.01%	1530

Other funds holding HEI

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

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

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

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

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

BIT

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AAM

Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

WFG Advisors's HEI Position: Q3 2016 in Review

WFG Advisors sold out of HEICO Corp (HEI) in Q3 2016, closing a stake of 571 shares — an estimated $16K sold.

WFG Advisors first reported a position in HEI in Q2 2013 and held it in 13 quarters. The position peaked at $16K in Q2 2016. 193 funds tracked by Wall St. Rank hold HEI as of Q3 2016.

WFG Advisors reported no remaining HEICO Corp position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 571 HEICO Corp shares in Q3 2016, an estimated $16K.
WFG Advisors first reported a position in HEICO Corp in Q2 2013 and held it in 13 quarters.
WFG Advisors's HEICO Corp position peaked at $16K in Q2 2016.
193 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.