GSC
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Ground Swell Capital’s Heritage Financial HFWA Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-160
Closed -$3K – 2548
2014
Q2 		$3K Buy
+160
New +$2.6K 0.01% 1302

Other funds holding HFWA

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ground Swell Capital's HFWA Position: Q3 2014 in Review

Ground Swell Capital sold out of Heritage Financial (HFWA) in Q3 2014, closing a stake of 160 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in HFWA in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 93 funds tracked by Wall St. Rank hold HFWA as of Q3 2014.

  • Ground Swell Capital reported no remaining Heritage Financial position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 160 Heritage Financial shares in Q3 2014, an estimated $3K.
  • Ground Swell Capital first reported a position in Heritage Financial in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Heritage Financial position peaked at $3K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.