TWA
HFWA icon

TCI Wealth Advisors’s Heritage Financial HFWA Stock Holding History

TCI Wealth 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
2019
Q3 		– Sell
-51
Closed -$2K – 1543
2019
Q2 		$2K Hold
51
– – ﹤0.01% 1017
2019
Q1 		$2K Hold
51
– – ﹤0.01% 1033
2018
Q4 		$2K Buy
+51
New +$1.67K ﹤0.01% 1002

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's HFWA Position: Q3 2019 in Review

TCI Wealth Advisors sold out of Heritage Financial (HFWA) in Q3 2019, closing a stake of 51 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in HFWA in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 132 funds tracked by Wall St. Rank hold HFWA as of Q3 2019.

  • TCI Wealth Advisors reported no remaining Heritage Financial position as of Q3 2019 after selling out during the quarter.
  • TCI Wealth Advisors sold 51 Heritage Financial shares in Q3 2019, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Heritage Financial in Q4 2018 and held it in 3 quarters.
  • TCI Wealth Advisors's Heritage Financial position peaked at $2K in Q2 2019.
  • 132 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2019.

Based on TCI Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.