JOYN Advisors’s Heritage Financial HFWA Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-18	Closed	-$1K	–	651
2018 Q4	$1K	Buy	+18	New	+$589	﹤0.01%	1629

Other funds holding HFWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

JOYN Advisors's HFWA Position: Q1 2019 in Review

JOYN Advisors sold out of Heritage Financial (HFWA) in Q1 2019, closing a stake of 18 shares — an estimated $1K sold.

JOYN Advisors first reported a position in HFWA in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 143 funds tracked by Wall St. Rank hold HFWA as of Q1 2019.

JOYN Advisors reported no remaining Heritage Financial position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 18 Heritage Financial shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Heritage Financial in Q4 2018 and held it in 1 quarter.
JOYN Advisors's Heritage Financial position peaked at $1K in Q4 2018.
143 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.