Northwestern Mutual Wealth Management
HEOP

Northwestern Mutual Wealth Management’s Heritage Oaks Bancorp HEOP Stock Holding History

Northwestern Mutual Wealth Management’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
2016
Q1 		– Sell
-108
Closed -$1K – 2413
2015
Q4 		$1K Buy
+108
New +$908 ﹤0.01% 1546

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Northwestern Mutual Wealth Management's HEOP Position: Q1 2016 in Review

Northwestern Mutual Wealth Management sold out of Heritage Oaks Bancorp (HEOP) in Q1 2016, closing a stake of 108 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in HEOP in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 57 funds tracked by Wall St. Rank hold HEOP as of Q1 2016.

  • Northwestern Mutual Wealth Management reported no remaining Heritage Oaks Bancorp position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 108 Heritage Oaks Bancorp shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Heritage Oaks Bancorp in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Heritage Oaks Bancorp position peaked at $1K in Q4 2015.
  • 57 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q1 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.