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Piedmont Investment Advisors’s Heritage Financial HFWA Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-8,482
Closed -$256K – 1073
2019
Q1 		$256K Buy
8,482
+526
+7% +$16.5K 0.01% 911
2018
Q4 		$236K Buy
7,956
+260
+3% +$8.5K 0.01% 852
2018
Q3 		$271K Buy
7,696
+951
+14% +$34.2K 0.01% 829
2018
Q2 		$235K Buy
+6,745
New +$216K 0.01% 754

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Piedmont Investment Advisors's HFWA Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Heritage Financial (HFWA) in Q2 2019, closing a stake of 8,482 shares — an estimated $256K sold.

Piedmont Investment Advisors first reported a position in HFWA in Q2 2018 and held it in 4 quarters. The position peaked at $271K in Q3 2018. 137 funds tracked by Wall St. Rank hold HFWA as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining Heritage Financial position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 8,482 Heritage Financial shares in Q2 2019, an estimated $256K.
  • Piedmont Investment Advisors first reported a position in Heritage Financial in Q2 2018 and held it in 4 quarters.
  • Piedmont Investment Advisors's Heritage Financial position peaked at $271K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.