HCA
HTBK

Hovde Capital Advisors’s Heritage Commerce HTBK Stock Holding History

Hovde Capital Advisors’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
2013
Q4 		$357K Sell
43,304
-8,589
-17% -$66.8K 1.4% 10
2013
Q3 		$397K Buy
+51,893
New +$375K 1.44% 12

Other funds holding HTBK

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Hovde Capital Advisors's HTBK Position: Q4 2013 in Review

Hovde Capital Advisors reduced its Heritage Commerce (HTBK) stake by 17% in Q4 2013, selling an estimated $66.8K and leaving 43,304 shares worth $357K. The position accounts for 1.4% of the portfolio, ranked #10.

Hovde Capital Advisors first reported a position in HTBK in Q3 2013 and has held it in 2 quarters since. The position peaked at $397K in Q3 2013. 59 funds tracked by Wall St. Rank hold HTBK as of Q4 2013.

  • Hovde Capital Advisors held 43,304 shares of Heritage Commerce worth $357K as of Q4 2013.
  • Hovde Capital Advisors sold 8,589 Heritage Commerce shares in Q4 2013, an estimated $66.8K.
  • Heritage Commerce made up 1.4% of Hovde Capital Advisors's portfolio in Q4 2013, its #10 holding.
  • Hovde Capital Advisors first reported a position in Heritage Commerce in Q3 2013 and has held it in 2 quarters since.
  • Hovde Capital Advisors's Heritage Commerce position peaked at $397K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held Heritage Commerce as of Q4 2013.

Based on Hovde Capital Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.