Dimensional Fund Advisors’s Heritage Oaks Bancorp HEOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-150,140
Closed -$2M 3388
2017
Q1
$2M Hold
150,140
﹤0.01% 2842
2016
Q4
$1.85M Buy
150,140
+23,982
+19% +$228K ﹤0.01% 2847
2016
Q3
$1.03M Buy
126,158
+18,011
+17% +$147K ﹤0.01% 2932
2016
Q2
$859K Buy
108,147
+16,605
+18% +$132K ﹤0.01% 2959
2016
Q1
$713K Buy
91,542
+26,265
+40% +$196K ﹤0.01% 2989
2015
Q4
$523K Buy
65,277
+21,673
+50% +$182K ﹤0.01% 3081
2015
Q3
$347K Buy
43,604
+11,615
+36% +$92.5K ﹤0.01% 3180
2015
Q2
$252K Buy
+31,989
New +$257K ﹤0.01% 3227

Dimensional Fund Advisors's HEOP Position: Q2 2017 in Review

Dimensional Fund Advisors sold out of Heritage Oaks Bancorp (HEOP) in Q2 2017, closing a stake of 150,140 shares — an estimated $2M sold.

Dimensional Fund Advisors first reported a position in HEOP in Q2 2015 and held it in 8 quarters. The position peaked at $2M in Q1 2017. 0 funds tracked by Wall St. Rank hold HEOP as of Q2 2017.

  • Dimensional Fund Advisors reported no remaining Heritage Oaks Bancorp position as of Q2 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 150,140 Heritage Oaks Bancorp shares in Q2 2017, an estimated $2M.
  • Dimensional Fund Advisors first reported a position in Heritage Oaks Bancorp in Q2 2015 and held it in 8 quarters.
  • Dimensional Fund Advisors's Heritage Oaks Bancorp position peaked at $2M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q2 2017.

Based on Dimensional Fund Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.