Cornerstone Advisors (Washington)’s Heritage Commerce HTBK Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1K	Buy	+162	New	+$1.12K	﹤0.01%	660

Other funds holding HTBK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Cornerstone Advisors (Washington)'s HTBK Position: Q3 2020 in Review

Cornerstone Advisors (Washington) opened a new position in Heritage Commerce (HTBK) in Q3 2020: 162 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

118 funds tracked by Wall St. Rank hold HTBK as of Q3 2020.

Cornerstone Advisors (Washington) held 162 shares of Heritage Commerce worth $1K as of Q3 2020.
Heritage Commerce was a new Cornerstone Advisors (Washington) position in Q3 2020.
Heritage Commerce made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #660 holding.
118 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.