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Wealthfront’s Heritage Financial HFWA Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-300
Closed -$5K – 1331
2015
Q2 		$5K Buy
+300
New +$5.19K ﹤0.01% 1041

Other funds holding HFWA

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthfront's HFWA Position: Q3 2015 in Review

Wealthfront sold out of Heritage Financial (HFWA) in Q3 2015, closing a stake of 300 shares — an estimated $5K sold.

Wealthfront first reported a position in HFWA in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 115 funds tracked by Wall St. Rank hold HFWA as of Q3 2015.

  • Wealthfront reported no remaining Heritage Financial position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 300 Heritage Financial shares in Q3 2015, an estimated $5K.
  • Wealthfront first reported a position in Heritage Financial in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Heritage Financial position peaked at $5K in Q2 2015.
  • 115 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.