WCF
HEOP

West Coast Financial’s Heritage Oaks Bancorp HEOP Stock Holding History

West Coast Financial’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
Q1 		– Sell
-19,975
Closed -$246K – 131
2016
Q4 		$246K Hold
19,975
– – 0.08% 114
2016
Q3 		$164K Buy
+19,975
New +$163K 0.05% 132

Other funds holding HEOP

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

West Coast Financial's HEOP Position: Q1 2017 in Review

West Coast Financial sold out of Heritage Oaks Bancorp (HEOP) in Q1 2017, closing a stake of 19,975 shares — an estimated $246K sold.

West Coast Financial first reported a position in HEOP in Q3 2016 and held it in 2 quarters. The position peaked at $246K in Q4 2016. 71 funds tracked by Wall St. Rank hold HEOP as of Q1 2017.

  • West Coast Financial reported no remaining Heritage Oaks Bancorp position as of Q1 2017 after selling out during the quarter.
  • West Coast Financial sold 19,975 Heritage Oaks Bancorp shares in Q1 2017, an estimated $246K.
  • West Coast Financial first reported a position in Heritage Oaks Bancorp in Q3 2016 and held it in 2 quarters.
  • West Coast Financial's Heritage Oaks Bancorp position peaked at $246K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held Heritage Oaks Bancorp as of Q1 2017.

Based on West Coast Financial's 13F filing for Q1 2017, filed 20 Apr 2017.