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United Services Automobile Association’s Heritage Financial HFWA Stock Holding History

United Services Automobile Association’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
Q1 		– Sell
-9,481
Closed -$282K – 2273
2018
Q4 		$282K Buy
9,481
+1,181
+14% +$38.6K ﹤0.01% 1851
2018
Q3 		$292K Sell
8,300
-242
-3% -$8.69K ﹤0.01% 1947
2018
Q2 		$298K Sell
8,542
-108
-1% -$3.46K ﹤0.01% 1932
2018
Q1 		$265K Buy
+8,650
New +$267K ﹤0.01% 1951

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

United Services Automobile Association's HFWA Position: Q1 2019 in Review

United Services Automobile Association sold out of Heritage Financial (HFWA) in Q1 2019, closing a stake of 9,481 shares — an estimated $282K sold.

United Services Automobile Association first reported a position in HFWA in Q1 2018 and held it in 4 quarters. The position peaked at $298K in Q2 2018. 143 funds tracked by Wall St. Rank hold HFWA as of Q1 2019.

  • United Services Automobile Association reported no remaining Heritage Financial position as of Q1 2019 after selling out during the quarter.
  • United Services Automobile Association sold 9,481 Heritage Financial shares in Q1 2019, an estimated $282K.
  • United Services Automobile Association first reported a position in Heritage Financial in Q1 2018 and held it in 4 quarters.
  • United Services Automobile Association's Heritage Financial position peaked at $298K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held Heritage Financial as of Q1 2019.

Based on United Services Automobile Association's 13F filing for Q1 2019, filed 13 May 2019.