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Baird’s Heritage Financial HFWA Stock Holding History

Baird’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
Q1 		$546K Buy
32,113
+3,855
+14% +$63K 0.01% 930
2014
Q4 		$496K Buy
+28,258
New +$485K 0.01% 950

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird's HFWA Position: Q1 2015 in Review

Baird increased its Heritage Financial (HFWA) stake by 14% in Q1 2015, buying an estimated $63K and bringing the position to 32,113 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #930.

Baird first reported a position in HFWA in Q4 2014 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold HFWA as of Q1 2015.

  • Baird held 32,113 shares of Heritage Financial worth $546K as of Q1 2015.
  • Baird bought 3,855 Heritage Financial shares in Q1 2015, an estimated $63K.
  • Heritage Financial made up 0.01% of Baird's portfolio in Q1 2015, its #930 holding.
  • Baird first reported a position in Heritage Financial in Q4 2014 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.