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BlackRock Advisors’s Heritage Financial HFWA Stock Holding History

BlackRock 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
2016
Q4 		$508K Buy
19,709
+2,602
+15% +$55.6K ﹤0.01% 2200
2016
Q3 		$307K Buy
17,107
+1,734
+11% +$31K ﹤0.01% 2437
2016
Q2 		$270K Buy
15,373
+474
+3% +$8.39K ﹤0.01% 2462
2016
Q1 		$262K Buy
14,899
+917
+7% +$16.2K ﹤0.01% 2420
2015
Q4 		$263K Sell
13,982
-6,295
-31% -$119K ﹤0.01% 2418
2015
Q3 		$382K Sell
20,277
-3,854
-16% -$69.7K ﹤0.01% 2367
2015
Q2 		$431K Buy
24,131
+4,666
+24% +$80.7K ﹤0.01% 2296
2015
Q1 		$331K Buy
19,465
+2,493
+15% +$40.7K ﹤0.01% 2380
2014
Q4 		$298K Sell
16,972
-828
-5% -$14.2K ﹤0.01% 2365
2014
Q3 		$282K Sell
17,800
-180
-1% -$2.92K ﹤0.01% 2388
2014
Q2 		$289K Buy
17,980
+7,315
+69% +$119K ﹤0.01% 2405
2014
Q1 		$180K Buy
10,665
+283
+3% +$4.94K ﹤0.01% 2708
2013
Q4 		$178K Buy
10,382
+766
+8% +$12.5K ﹤0.01% 2716
2013
Q3 		$149K Sell
9,616
-16,365
-63% -$257K ﹤0.01% 2714
2013
Q2 		$381K Buy
+25,981
New +$363K ﹤0.01% 2031

Other funds holding HFWA

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock Advisors's HFWA Position: Q4 2016 in Review

BlackRock Advisors increased its Heritage Financial (HFWA) stake by 15% in Q4 2016, buying an estimated $55.6K and bringing the position to 19,709 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

BlackRock Advisors first reported a position in HFWA in Q2 2013 and has held it in 15 quarters since. 135 funds tracked by Wall St. Rank hold HFWA as of Q4 2016.

  • BlackRock Advisors held 19,709 shares of Heritage Financial worth $508K as of Q4 2016.
  • BlackRock Advisors bought 2,602 Heritage Financial shares in Q4 2016, an estimated $55.6K.
  • Heritage Financial made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2200 holding.
  • BlackRock Advisors first reported a position in Heritage Financial in Q2 2013 and has held it in 15 quarters since.
  • 135 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.