CBOA
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Commonwealth Bank of Australia’s Heritage Financial HFWA Stock Holding History

Commonwealth Bank of Australia’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
2014
Q2 		– Sell
-19,000
Closed -$321K – 900
2014
Q1 		$321K Buy
+19,000
New +$332K ﹤0.01% 1143

Other funds holding HFWA

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Commonwealth Bank of Australia's HFWA Position: Q2 2014 in Review

Commonwealth Bank of Australia sold out of Heritage Financial (HFWA) in Q2 2014, closing a stake of 19,000 shares — an estimated $321K sold.

Commonwealth Bank of Australia first reported a position in HFWA in Q1 2014 and held it in 1 quarter. The position peaked at $321K in Q1 2014. 99 funds tracked by Wall St. Rank hold HFWA as of Q2 2014.

  • Commonwealth Bank of Australia reported no remaining Heritage Financial position as of Q2 2014 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 19,000 Heritage Financial shares in Q2 2014, an estimated $321K.
  • Commonwealth Bank of Australia first reported a position in Heritage Financial in Q1 2014 and held it in 1 quarter.
  • Commonwealth Bank of Australia's Heritage Financial position peaked at $321K in Q1 2014.
  • 99 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2014.

Based on Commonwealth Bank of Australia's 13F filing for Q2 2014, filed 11 Aug 2014.