HWA
SP

Heritage Wealth Advisors’s SP Plus Corporation SP Stock Holding History

Heritage Wealth Advisors’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-50
Closed -$1.71K – 494
2019
Q1 		$1.71K Hold
50
– – ﹤0.01% 415
2018
Q4 		$1K Hold
50
– – ﹤0.01% 382
2018
Q3 		$1K Buy
+50
New +$1.93K ﹤0.01% 379

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Heritage Wealth Advisors's SP Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of SP Plus Corporation (SP) in Q2 2019, closing a stake of 50 shares — an estimated $1.71K sold.

Heritage Wealth Advisors first reported a position in SP in Q3 2018 and held it in 3 quarters. The position peaked at $1.71K in Q1 2019. 145 funds tracked by Wall St. Rank hold SP as of Q2 2019.

  • Heritage Wealth Advisors reported no remaining SP Plus Corporation position as of Q2 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 50 SP Plus Corporation shares in Q2 2019, an estimated $1.71K.
  • Heritage Wealth Advisors first reported a position in SP Plus Corporation in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's SP Plus Corporation position peaked at $1.71K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held SP Plus Corporation as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.