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Paloma Partners’s Heritage Financial HFWA Stock Holding History

Paloma Partners’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
2019
Q1 		– Sell
-6,907
Closed -$206K – 1781
2018
Q4 		$206K Buy
+6,907
New +$226K 0.01% 1047

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Paloma Partners's HFWA Position: Q1 2019 in Review

Paloma Partners sold out of Heritage Financial (HFWA) in Q1 2019, closing a stake of 6,907 shares — an estimated $206K sold.

Paloma Partners first reported a position in HFWA in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 143 funds tracked by Wall St. Rank hold HFWA as of Q1 2019.

  • Paloma Partners reported no remaining Heritage Financial position as of Q1 2019 after selling out during the quarter.
  • Paloma Partners sold 6,907 Heritage Financial shares in Q1 2019, an estimated $206K.
  • Paloma Partners first reported a position in Heritage Financial in Q4 2018 and held it in 1 quarter.
  • Paloma Partners's Heritage Financial position peaked at $206K in Q4 2018.
  • 143 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2019.

Based on Paloma Partners's 13F filing for Q1 2019, filed 15 May 2019.