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Brown Brothers Harriman & Co’s Heritage Financial HFWA Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-38
Closed -$1K – 1181
2019
Q4 		$1K Buy
+38
New +$1.05K ﹤0.01% 1071

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Brothers Harriman & Co's HFWA Position: Q1 2020 in Review

Brown Brothers Harriman & Co sold out of Heritage Financial (HFWA) in Q1 2020, closing a stake of 38 shares — an estimated $1K sold.

Brown Brothers Harriman & Co first reported a position in HFWA in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 123 funds tracked by Wall St. Rank hold HFWA as of Q1 2020.

  • Brown Brothers Harriman & Co reported no remaining Heritage Financial position as of Q1 2020 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 38 Heritage Financial shares in Q1 2020, an estimated $1K.
  • Brown Brothers Harriman & Co first reported a position in Heritage Financial in Q4 2019 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Heritage Financial position peaked at $1K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2020.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2020, filed 15 May 2020.