UBS Group
HEOP

UBS Group’s Heritage Oaks Bancorp HEOP Stock Holding History

UBS Group’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
2017
Q2 		– Sell
-3,623
Closed -$48K – 8474
2017
Q1 		$48K Sell
3,623
-5,481
-60% -$72.6K ﹤0.01% 5564
2016
Q4 		$112K Buy
9,104
+6,897
+313% +$65.7K ﹤0.01% 5218
2016
Q3 		$18K Sell
2,207
-887
-29% -$7.24K ﹤0.01% 6420
2016
Q2 		$25K Buy
3,094
+1,057
+52% +$8.43K ﹤0.01% 6139
2016
Q1 		$16K Buy
2,037
+1,628
+398% +$12.2K ﹤0.01% 6390
2015
Q4 		$3K Sell
409
-770
-65% -$6.47K ﹤0.01% 7969
2015
Q3 		$9K Buy
1,179
+148
+14% +$1.18K ﹤0.01% 7390
2015
Q2 		$8K Buy
1,031
+1,022
+11,356% +$8.21K ﹤0.01% 7662
2015
Q1 		$0 Sell
9
-3,000
-100% -$24.2K ﹤0.01% 10224
2014
Q4 		$25K Buy
+3,009
New +$22.9K ﹤0.01% 7357

UBS Group's HEOP Position: Q2 2017 in Review

UBS Group sold out of Heritage Oaks Bancorp (HEOP) in Q2 2017, closing a stake of 3,623 shares — an estimated $48K sold.

UBS Group first reported a position in HEOP in Q4 2014 and held it in 10 quarters. The position peaked at $112K in Q4 2016. 0 funds tracked by Wall St. Rank hold HEOP as of Q2 2017.

  • UBS Group reported no remaining Heritage Oaks Bancorp position as of Q2 2017 after selling out during the quarter.
  • UBS Group sold 3,623 Heritage Oaks Bancorp shares in Q2 2017, an estimated $48K.
  • UBS Group first reported a position in Heritage Oaks Bancorp in Q4 2014 and held it in 10 quarters.
  • UBS Group's Heritage Oaks Bancorp position peaked at $112K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q2 2017.

Based on UBS Group's 13F filing for Q2 2017, filed 14 Aug 2017.