JMPWA
HEOP

JP Morgan Private Wealth Advisors’s Heritage Oaks Bancorp HEOP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HEOP Stock Details HEOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,935
Closed -$77K – 1177
2014
Q3 		$77K Sell
10,935
-29,483
-73% -$209K ﹤0.01% 1049
2014
Q2 		$308K Buy
+40,418
New +$307K 0.01% 710

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HEOP Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Heritage Oaks Bancorp (HEOP) in Q4 2014, closing a stake of 10,935 shares — an estimated $77K sold.

JP Morgan Private Wealth Advisors first reported a position in HEOP in Q2 2014 and held it in 2 quarters. The position peaked at $308K in Q2 2014. 53 funds tracked by Wall St. Rank hold HEOP as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Heritage Oaks Bancorp position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,935 Heritage Oaks Bancorp shares in Q4 2014, an estimated $77K.
  • JP Morgan Private Wealth Advisors first reported a position in Heritage Oaks Bancorp in Q2 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Heritage Oaks Bancorp position peaked at $308K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.