Personal Capital Advisors’s Heritage Oaks Bancorp HEOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-14,128
Closed -$181K 234
2017
Q1
$181K Hold
14,128
﹤0.01% 207
2016
Q4
$174K Hold
14,128
0.01% 174
2016
Q3
$113K Hold
14,128
﹤0.01% 164
2016
Q2
$112K Hold
14,128
﹤0.01% 162
2016
Q1
$110K Hold
14,128
0.01% 153
2015
Q4
$113K Hold
14,128
0.01% 153
2015
Q3
$112K Hold
14,128
0.01% 142
2015
Q2
$111K Hold
14,128
0.01% 140
2015
Q1
$117K Buy
+14,128
New +$114K 0.01% 134

Personal Capital Advisors's HEOP Position: Q2 2017 in Review

Personal Capital Advisors sold out of Heritage Oaks Bancorp (HEOP) in Q2 2017, closing a stake of 14,128 shares — an estimated $181K sold.

Personal Capital Advisors first reported a position in HEOP in Q1 2015 and held it in 9 quarters. The position peaked at $181K in Q1 2017. 0 funds tracked by Wall St. Rank hold HEOP as of Q2 2017.

  • Personal Capital Advisors reported no remaining Heritage Oaks Bancorp position as of Q2 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 14,128 Heritage Oaks Bancorp shares in Q2 2017, an estimated $181K.
  • Personal Capital Advisors first reported a position in Heritage Oaks Bancorp in Q1 2015 and held it in 9 quarters.
  • Personal Capital Advisors's Heritage Oaks Bancorp position peaked at $181K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q2 2017.

Based on Personal Capital Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.