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Emerald Acquisition’s Heritage Financial HFWA Stock Holding History

Emerald Acquisition’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
Q3 		$5.93M Buy
330,564
+86,833
+36% +$1.55M 0.01% 1115
2016
Q2 		$4.29M Buy
+243,731
New +$4.31M 0.01% 1425

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Emerald Acquisition's HFWA Position: Q3 2016 in Review

Emerald Acquisition increased its Heritage Financial (HFWA) stake by 36% in Q3 2016, buying an estimated $1.55M and bringing the position to 330,564 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #1115.

Emerald Acquisition first reported a position in HFWA in Q2 2016 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold HFWA as of Q3 2016.

  • Emerald Acquisition held 330,564 shares of Heritage Financial worth $5.93M as of Q3 2016.
  • Emerald Acquisition bought 86,833 Heritage Financial shares in Q3 2016, an estimated $1.55M.
  • Heritage Financial made up 0.01% of Emerald Acquisition's portfolio in Q3 2016, its #1115 holding.
  • Emerald Acquisition first reported a position in Heritage Financial in Q2 2016 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.