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Spark Investment Management’s Heritage Financial HFWA Stock Holding History

Spark Investment Management’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
2017
Q2 		– Sell
-11,500
Closed -$284K – 806
2017
Q1 		$284K Hold
11,500
– – 0.02% 646
2016
Q4 		$296K Buy
+11,500
New +$246K 0.02% 575

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BFC
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Manulife (Manufacturers Life Insurance)
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Spark Investment Management's HFWA Position: Q2 2017 in Review

Spark Investment Management sold out of Heritage Financial (HFWA) in Q2 2017, closing a stake of 11,500 shares — an estimated $284K sold.

Spark Investment Management first reported a position in HFWA in Q4 2016 and held it in 2 quarters. The position peaked at $296K in Q4 2016. 130 funds tracked by Wall St. Rank hold HFWA as of Q2 2017.

  • Spark Investment Management reported no remaining Heritage Financial position as of Q2 2017 after selling out during the quarter.
  • Spark Investment Management sold 11,500 Heritage Financial shares in Q2 2017, an estimated $284K.
  • Spark Investment Management first reported a position in Heritage Financial in Q4 2016 and held it in 2 quarters.
  • Spark Investment Management's Heritage Financial position peaked at $296K in Q4 2016.
  • 130 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2017.

Based on Spark Investment Management's 13F filing for Q2 2017, filed 27 Jul 2017.