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Kavar Capital Partners Group’s Heritage Financial HFWA Stock Holding History

Kavar Capital Partners Group’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
2016
Q1 		– Sell
-1,500
Closed -$28K – 208
2015
Q4 		$28K Hold
1,500
– – 0.02% 201
2015
Q3 		$28K Hold
1,500
– – 0.02% 202
2015
Q2 		$26K Buy
+1,500
New +$26K 0.02% 224
2014
Q2 		– Sell
-1,500
Closed -$25K – 259
2014
Q1 		$25K Hold
1,500
– – 0.02% 242
2013
Q4 		$25K Buy
+1,500
New +$24.6K 0.02% 229

Other funds holding HFWA

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Kavar Capital Partners Group's HFWA Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Heritage Financial (HFWA) in Q1 2016, closing a stake of 1,500 shares — an estimated $28K sold.

Kavar Capital Partners Group first reported a position in HFWA in Q4 2013 and held it in 5 quarters. The position peaked at $28K in Q4 2015. 121 funds tracked by Wall St. Rank hold HFWA as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Heritage Financial position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,500 Heritage Financial shares in Q1 2016, an estimated $28K.
  • Kavar Capital Partners Group first reported a position in Heritage Financial in Q4 2013 and held it in 5 quarters.
  • Kavar Capital Partners Group's Heritage Financial position peaked at $28K in Q4 2015.
  • 121 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.