LPT
HTBK

Legacy Private Trust’s Heritage Commerce HTBK Stock Holding History

Legacy Private Trust’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
2014
Q2 		– Sell
-12,600
Closed -$102K – 260
2014
Q1 		$102K Hold
12,600
– – 0.02% 207
2013
Q4 		$104K Hold
12,600
– – 0.02% 197
2013
Q3 		$96K Buy
+12,600
New +$91.1K 0.02% 182

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BFC
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CCCPI
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MCM
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Dimensional Fund Advisors
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Vanguard Group
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CP
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BIT
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