PCTC
HFWA icon

Perkins Coie Trust Company’s Heritage Financial HFWA Stock Holding History

Perkins Coie Trust Company’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
2015
Q2 		– Sell
-890
Closed -$15K – 258
2015
Q1 		$15K Buy
+890
New +$14.5K 0.01% 196

Other funds holding HFWA

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perkins Coie Trust Company's HFWA Position: Q2 2015 in Review

Perkins Coie Trust Company sold out of Heritage Financial (HFWA) in Q2 2015, closing a stake of 890 shares — an estimated $15K sold.

Perkins Coie Trust Company first reported a position in HFWA in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 108 funds tracked by Wall St. Rank hold HFWA as of Q2 2015.

  • Perkins Coie Trust Company reported no remaining Heritage Financial position as of Q2 2015 after selling out during the quarter.
  • Perkins Coie Trust Company sold 890 Heritage Financial shares in Q2 2015, an estimated $15K.
  • Perkins Coie Trust Company first reported a position in Heritage Financial in Q1 2015 and held it in 1 quarter.
  • Perkins Coie Trust Company's Heritage Financial position peaked at $15K in Q1 2015.
  • 108 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2015.

Based on Perkins Coie Trust Company's 13F filing for Q2 2015, filed 9 Jul 2015.