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Vista Capital Partners’s Heritage Financial HFWA Stock Holding History

Vista Capital Partners’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
-27,723
Closed -$819K – 64
2019
Q2 		$819K Sell
27,723
-1,455
-5% -$43.8K 0.16% 25
2019
Q1 		$879K Buy
+29,178
New +$914K 0.18% 21

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Vista Capital Partners's HFWA Position: Q3 2019 in Review

Vista Capital Partners sold out of Heritage Financial (HFWA) in Q3 2019, closing a stake of 27,723 shares — an estimated $819K sold.

Vista Capital Partners first reported a position in HFWA in Q1 2019 and held it in 2 quarters. The position peaked at $879K in Q1 2019. 132 funds tracked by Wall St. Rank hold HFWA as of Q3 2019.

  • Vista Capital Partners reported no remaining Heritage Financial position as of Q3 2019 after selling out during the quarter.
  • Vista Capital Partners sold 27,723 Heritage Financial shares in Q3 2019, an estimated $819K.
  • Vista Capital Partners first reported a position in Heritage Financial in Q1 2019 and held it in 2 quarters.
  • Vista Capital Partners's Heritage Financial position peaked at $879K in Q1 2019.
  • 132 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2019.

Based on Vista Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.