Credit Agricole
HTBK

Credit Agricole’s Heritage Commerce HTBK Stock Holding History

Credit Agricole’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
2014
Q1 		– Sell
-4,379
Closed -$36K – 1594
2013
Q4 		$36K Sell
4,379
-4,779
-52% -$37.2K ﹤0.01% 1470
2013
Q3 		$70K Buy
+9,158
New +$66.2K ﹤0.01% 1446

Other funds holding HTBK

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Credit Agricole's HTBK Position: Q1 2014 in Review

Credit Agricole sold out of Heritage Commerce (HTBK) in Q1 2014, closing a stake of 4,379 shares — an estimated $36K sold.

Credit Agricole first reported a position in HTBK in Q3 2013 and held it in 2 quarters. The position peaked at $70K in Q3 2013. 60 funds tracked by Wall St. Rank hold HTBK as of Q1 2014.

  • Credit Agricole reported no remaining Heritage Commerce position as of Q1 2014 after selling out during the quarter.
  • Credit Agricole sold 4,379 Heritage Commerce shares in Q1 2014, an estimated $36K.
  • Credit Agricole first reported a position in Heritage Commerce in Q3 2013 and held it in 2 quarters.
  • Credit Agricole's Heritage Commerce position peaked at $70K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2014.

Based on Credit Agricole's 13F filing for Q1 2014, filed 12 May 2014.