TFCM
HEOP

Taylor Frigon Capital Management’s Heritage Oaks Bancorp HEOP Stock Holding History

Taylor Frigon Capital Management’s Portfolio HEOP Stock Details HEOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14,128
Closed -$119K – 118
2014
Q4 		$119K Buy
+14,128
New +$108K 0.11% 77

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Taylor Frigon Capital Management's HEOP Position: Q1 2015 in Review

Taylor Frigon Capital Management sold out of Heritage Oaks Bancorp (HEOP) in Q1 2015, closing a stake of 14,128 shares — an estimated $119K sold.

Taylor Frigon Capital Management first reported a position in HEOP in Q4 2014 and held it in 1 quarter. The position peaked at $119K in Q4 2014. 52 funds tracked by Wall St. Rank hold HEOP as of Q1 2015.

  • Taylor Frigon Capital Management reported no remaining Heritage Oaks Bancorp position as of Q1 2015 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 14,128 Heritage Oaks Bancorp shares in Q1 2015, an estimated $119K.
  • Taylor Frigon Capital Management first reported a position in Heritage Oaks Bancorp in Q4 2014 and held it in 1 quarter.
  • Taylor Frigon Capital Management's Heritage Oaks Bancorp position peaked at $119K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q1 2015.

Based on Taylor Frigon Capital Management's 13F filing for Q1 2015, filed 4 May 2015.