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Wynnefield Capital’s HEICO Corp HEI Stock Holding History

Wynnefield Capital’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
-48,828
Closed -$1.34M – 41
2016
Q2 		$1.34M Hold
48,828
– – 0.48% 26
2016
Q1 		$1.2M Buy
+48,828
New +$1.12M 0.47% 29

Other funds holding HEI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 $11.3B AUM 31.98% 1-Year Est. Return
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Wynnefield Capital's HEI Position: Q3 2016 in Review

Wynnefield Capital sold out of HEICO Corp (HEI) in Q3 2016, closing a stake of 48,828 shares — an estimated $1.34M sold.

Wynnefield Capital first reported a position in HEI in Q1 2016 and held it in 2 quarters. The position peaked at $1.34M in Q2 2016. 192 funds tracked by Wall St. Rank hold HEI as of Q3 2016.

  • Wynnefield Capital reported no remaining HEICO Corp position as of Q3 2016 after selling out during the quarter.
  • Wynnefield Capital sold 48,828 HEICO Corp shares in Q3 2016, an estimated $1.34M.
  • Wynnefield Capital first reported a position in HEICO Corp in Q1 2016 and held it in 2 quarters.
  • Wynnefield Capital's HEICO Corp position peaked at $1.34M in Q2 2016.
  • 192 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2016.

Based on Wynnefield Capital's 13F filing for Q3 2016, filed 14 Nov 2016.