Capstone Investment Advisors
HEOP

Capstone Investment Advisors’s Heritage Oaks Bancorp HEOP Stock Holding History

Capstone Investment Advisors’s Portfolio HEOP Stock Details HEOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,121
Closed -$186K – 1265
2016
Q4 		$186K Buy
+15,121
New +$144K 0.01% 829

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Capstone Investment Advisors's HEOP Position: Q1 2017 in Review

Capstone Investment Advisors sold out of Heritage Oaks Bancorp (HEOP) in Q1 2017, closing a stake of 15,121 shares — an estimated $186K sold.

Capstone Investment Advisors first reported a position in HEOP in Q4 2016 and held it in 1 quarter. The position peaked at $186K in Q4 2016. 71 funds tracked by Wall St. Rank hold HEOP as of Q1 2017.

  • Capstone Investment Advisors reported no remaining Heritage Oaks Bancorp position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 15,121 Heritage Oaks Bancorp shares in Q1 2017, an estimated $186K.
  • Capstone Investment Advisors first reported a position in Heritage Oaks Bancorp in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Heritage Oaks Bancorp position peaked at $186K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q1 2017.

Based on Capstone Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.