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Secor Capital Advisors’s Heritage Financial HFWA Stock Holding History

Secor Capital 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
2018
Q2 		– Sell
-9,009
Closed -$276K – 559
2018
Q1 		$276K Buy
+9,009
New +$278K 0.02% 442

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Secor Capital Advisors's HFWA Position: Q2 2018 in Review

Secor Capital Advisors sold out of Heritage Financial (HFWA) in Q2 2018, closing a stake of 9,009 shares — an estimated $276K sold.

Secor Capital Advisors first reported a position in HFWA in Q1 2018 and held it in 1 quarter. The position peaked at $276K in Q1 2018. 152 funds tracked by Wall St. Rank hold HFWA as of Q2 2018.

  • Secor Capital Advisors reported no remaining Heritage Financial position as of Q2 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 9,009 Heritage Financial shares in Q2 2018, an estimated $276K.
  • Secor Capital Advisors first reported a position in Heritage Financial in Q1 2018 and held it in 1 quarter.
  • Secor Capital Advisors's Heritage Financial position peaked at $276K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2018.

Based on Secor Capital Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.