MNBTD
HTBK

Moody National Bank Trust Division’s Heritage Commerce HTBK Stock Holding History

Moody National Bank Trust Division’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
2019
Q1 		– Sell
-688
Closed -$8K – 1276
2018
Q4 		$8K Buy
+688
New +$9.55K ﹤0.01% 626

Other funds holding HTBK

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moody National Bank Trust Division's HTBK Position: Q1 2019 in Review

Moody National Bank Trust Division sold out of Heritage Commerce (HTBK) in Q1 2019, closing a stake of 688 shares — an estimated $8K sold.

Moody National Bank Trust Division first reported a position in HTBK in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 122 funds tracked by Wall St. Rank hold HTBK as of Q1 2019.

  • Moody National Bank Trust Division reported no remaining Heritage Commerce position as of Q1 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 688 Heritage Commerce shares in Q1 2019, an estimated $8K.
  • Moody National Bank Trust Division first reported a position in Heritage Commerce in Q4 2018 and held it in 1 quarter.
  • Moody National Bank Trust Division's Heritage Commerce position peaked at $8K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2019.

Based on Moody National Bank Trust Division's 13F filing for Q1 2019, filed 11 Apr 2019.