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Columbia Partners Investment Management’s Heritage Financial HFWA Stock Holding History

Columbia Partners Investment Management’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
2018
Q4 		$1.15M Hold
38,722
– – 0.45% 71
2018
Q3 		$1.36M Hold
38,722
– – 0.35% 93
2018
Q2 		$1.35M Buy
+38,722
New +$1.24M 0.39% 88

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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Columbia Partners Investment Management's HFWA Position: Q4 2018 in Review

Columbia Partners Investment Management held its Heritage Financial (HFWA) position steady in Q4 2018 at 38,722 shares worth $1.15M. The position accounts for 0.45% of the portfolio, ranked #71.

Columbia Partners Investment Management first reported a position in HFWA in Q2 2018 and has held it in 3 quarters since. The position peaked at $1.36M in Q3 2018. 148 funds tracked by Wall St. Rank hold HFWA as of Q4 2018.

  • Columbia Partners Investment Management held 38,722 shares of Heritage Financial worth $1.15M as of Q4 2018.
  • Columbia Partners Investment Management left its Heritage Financial share count unchanged in Q4 2018.
  • Heritage Financial made up 0.45% of Columbia Partners Investment Management's portfolio in Q4 2018, its #71 holding.
  • Columbia Partners Investment Management first reported a position in Heritage Financial in Q2 2018 and has held it in 3 quarters since.
  • Columbia Partners Investment Management's Heritage Financial position peaked at $1.36M in Q3 2018.
  • 148 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.