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Quantamental Technologies’s Heritage Financial HFWA Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-2,127
Closed -$57K – 809
2019
Q3 		$57K Buy
2,127
+1,564
+278% +$43.2K 0.02% 929
2019
Q2 		$17K Buy
+563
New +$17K 0.01% 1165
2019
Q1 		– Sell
-1,011
Closed -$30K – 1606
2018
Q4 		$30K Buy
+1,011
New +$33.1K 0.02% 918

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quantamental Technologies's HFWA Position: Q4 2019 in Review

Quantamental Technologies sold out of Heritage Financial (HFWA) in Q4 2019, closing a stake of 2,127 shares — an estimated $57K sold.

Quantamental Technologies first reported a position in HFWA in Q4 2018 and held it in 3 quarters. The position peaked at $57K in Q3 2019. 131 funds tracked by Wall St. Rank hold HFWA as of Q4 2019.

  • Quantamental Technologies reported no remaining Heritage Financial position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 2,127 Heritage Financial shares in Q4 2019, an estimated $57K.
  • Quantamental Technologies first reported a position in Heritage Financial in Q4 2018 and held it in 3 quarters.
  • Quantamental Technologies's Heritage Financial position peaked at $57K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.