Stifel Financial’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
-176,700
Closed -$2.36M 2703
2017
Q1
$2.36M Buy
176,700
+200
+0.1% +$2.65K 0.01% 1018
2016
Q4
$2.18M Hold
176,500
0.01% 1001
2016
Q3
$1.45M Hold
176,500
0.01% 1139
2016
Q2
$1.4M Hold
176,500
0.01% 1167
2016
Q1
$1.38M Hold
176,500
0.01% 1092
2015
Q4
$1.41M Hold
176,500
0.01% 1139
2015
Q3
$1.41M Sell
176,500
-43,500
-20% -$346K 0.01% 1074
2015
Q2
$1.73M Sell
220,000
-10,190
-4% -$81.9K 0.01% 1089
2015
Q1
$1.91M Sell
230,190
-19,910
-8% -$161K 0.01% 964
2014
Q4
$2.1M Buy
250,100
+225,419
+913% +$1.72M 0.01% 890
2014
Q3
$173K Buy
+24,681
New +$175K ﹤0.01% 2038

Stifel Financial's HEOP Position: Q2 2017 in Review

Stifel Financial sold out of Heritage Oaks Bancorp (HEOP) in Q2 2017, closing a stake of 176,700 shares — an estimated $2.36M sold.

Stifel Financial first reported a position in HEOP in Q3 2014 and held it in 11 quarters. The position peaked at $2.36M in Q1 2017. 0 funds tracked by Wall St. Rank hold HEOP as of Q2 2017.

  • Stifel Financial reported no remaining Heritage Oaks Bancorp position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 176,700 Heritage Oaks Bancorp shares in Q2 2017, an estimated $2.36M.
  • Stifel Financial first reported a position in Heritage Oaks Bancorp in Q3 2014 and held it in 11 quarters.
  • Stifel Financial's Heritage Oaks Bancorp position peaked at $2.36M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.