Kennedy Capital Management’s Heritage Oaks Bancorp HEOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-79,005
Closed -$1.05M 818
2017
Q1
$1.05M Sell
79,005
-1,364
-2% -$18.1K 0.02% 659
2016
Q4
$991K Sell
80,369
-13,131
-14% -$125K 0.02% 656
2016
Q3
$767K Buy
+93,500
New +$763K 0.01% 663

Kennedy Capital Management's HEOP Position: Q2 2017 in Review

Kennedy Capital Management sold out of Heritage Oaks Bancorp (HEOP) in Q2 2017, closing a stake of 79,005 shares — an estimated $1.05M sold.

Kennedy Capital Management first reported a position in HEOP in Q3 2016 and held it in 3 quarters. The position peaked at $1.05M in Q1 2017. 0 funds tracked by Wall St. Rank hold HEOP as of Q2 2017.

  • Kennedy Capital Management reported no remaining Heritage Oaks Bancorp position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 79,005 Heritage Oaks Bancorp shares in Q2 2017, an estimated $1.05M.
  • Kennedy Capital Management first reported a position in Heritage Oaks Bancorp in Q3 2016 and held it in 3 quarters.
  • Kennedy Capital Management's Heritage Oaks Bancorp position peaked at $1.05M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.