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Deere & Company’s Heritage Financial HFWA Stock Holding History

Deere & Company’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
2016
Q4 		– Sell
-17,452
Closed -$313K – 325
2016
Q3 		$313K Buy
17,452
+3,752
+27% +$67.1K 0.02% 826
2016
Q2 		$241K Buy
+13,700
New +$242K 0.01% 921

Other funds holding HFWA

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Deere & Company's HFWA Position: Q4 2016 in Review

Deere & Company sold out of Heritage Financial (HFWA) in Q4 2016, closing a stake of 17,452 shares — an estimated $313K sold.

Deere & Company first reported a position in HFWA in Q2 2016 and held it in 2 quarters. The position peaked at $313K in Q3 2016. 135 funds tracked by Wall St. Rank hold HFWA as of Q4 2016.

  • Deere & Company reported no remaining Heritage Financial position as of Q4 2016 after selling out during the quarter.
  • Deere & Company sold 17,452 Heritage Financial shares in Q4 2016, an estimated $313K.
  • Deere & Company first reported a position in Heritage Financial in Q2 2016 and held it in 2 quarters.
  • Deere & Company's Heritage Financial position peaked at $313K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2016.

Based on Deere & Company's 13F filing for Q4 2016, filed 13 Feb 2017.