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Berman Capital Advisors’s Heritage Financial HFWA Stock Holding History

Berman Capital 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
2020
Q2 		– Sell
-92
Closed -$1K – 1690
2020
Q1 		$1K Sell
92
-1
-1% -$25 ﹤0.01% 1302
2019
Q4 		$2K Hold
93
– – ﹤0.01% 1206
2019
Q3 		$2K Sell
93
-206
-69% -$5.69K ﹤0.01% 1189
2019
Q2 		$8K Buy
299
+207
+225% +$6.23K ﹤0.01% 809
2019
Q1 		$2K Hold
92
– – ﹤0.01% 1093
2018
Q4 		$2K Buy
+92
New +$3.01K ﹤0.01% 865

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's HFWA Position: Q2 2020 in Review

Berman Capital Advisors sold out of Heritage Financial (HFWA) in Q2 2020, closing a stake of 92 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in HFWA in Q4 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 119 funds tracked by Wall St. Rank hold HFWA as of Q2 2020.

  • Berman Capital Advisors reported no remaining Heritage Financial position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 92 Heritage Financial shares in Q2 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Heritage Financial in Q4 2018 and held it in 6 quarters.
  • Berman Capital Advisors's Heritage Financial position peaked at $8K in Q2 2019.
  • 119 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.