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Apriem Advisors’s Heritage Financial HFWA Stock Holding History

Apriem Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$2K – 549
2015
Q2 		$2K Buy
+100
New +$1.73K ﹤0.01% 575

Other funds holding HFWA

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Apriem Advisors's HFWA Position: Q3 2015 in Review

Apriem Advisors sold out of Heritage Financial (HFWA) in Q3 2015, closing a stake of 100 shares — an estimated $2K sold.

Apriem Advisors first reported a position in HFWA in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 115 funds tracked by Wall St. Rank hold HFWA as of Q3 2015.

  • Apriem Advisors reported no remaining Heritage Financial position as of Q3 2015 after selling out during the quarter.
  • Apriem Advisors sold 100 Heritage Financial shares in Q3 2015, an estimated $2K.
  • Apriem Advisors first reported a position in Heritage Financial in Q2 2015 and held it in 1 quarter.
  • Apriem Advisors's Heritage Financial position peaked at $2K in Q2 2015.
  • 115 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2015.

Based on Apriem Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.