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Wilbanks Smith & Thomas Asset Management’s HEICO Corp HEI Stock Holding History

Wilbanks Smith & Thomas Asset 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
-75
Closed -$7K – 750
2018
Q3 		$7K Buy
+75
New +$6.17K ﹤0.01% 1127

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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

Wilbanks Smith & Thomas Asset Management's HEI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of HEICO Corp (HEI) in Q4 2018, closing a stake of 75 shares — an estimated $7K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HEI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 325 funds tracked by Wall St. Rank hold HEI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining HEICO Corp position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 75 HEICO Corp shares in Q4 2018, an estimated $7K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in HEICO Corp in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's HEICO Corp position peaked at $7K in Q3 2018.
  • 325 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.