SWP
HTBK

Stratos Wealth Partners’s Heritage Commerce HTBK Stock Holding History

Stratos Wealth Partners’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$6K – 3158
2017
Q4 		$6K Buy
+400
New +$6.09K ﹤0.01% 2331

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Thrivent Financial for Lutherans
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WHG
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BFC
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Stratos Wealth Partners's HTBK Position: Q1 2018 in Review

Stratos Wealth Partners sold out of Heritage Commerce (HTBK) in Q1 2018, closing a stake of 400 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in HTBK in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 121 funds tracked by Wall St. Rank hold HTBK as of Q1 2018.

  • Stratos Wealth Partners reported no remaining Heritage Commerce position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 400 Heritage Commerce shares in Q1 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in Heritage Commerce in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Heritage Commerce position peaked at $6K in Q4 2017.
  • 121 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.