Financial Gravity Companies’s Heritage Commerce HTBK Stock Holding History

Financial Gravity Companies’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
2018 Q4	$0	Buy	+16	New	+$222	﹤0.01%	1442

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Financial Gravity Companies's HTBK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Heritage Commerce (HTBK) in Q4 2018: 16 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

125 funds tracked by Wall St. Rank hold HTBK as of Q4 2018.

Financial Gravity Companies held 16 shares of Heritage Commerce worth $0 as of Q4 2018.
Heritage Commerce was a new Financial Gravity Companies position in Q4 2018.
Heritage Commerce made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1442 holding.
125 funds tracked by Wall St. Rank held Heritage Commerce as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.