WAM
HTBK

Wolverine Asset Management’s Heritage Commerce HTBK Stock Holding History

Wolverine Asset Management’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-32,800
Closed -$229K – 2768
2013
Q2 		$229K Buy
+32,800
New +$222K 0.01% 1070

Other funds holding HTBK

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCCPI
Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return
RBLCM
Roaring Blue Lion Capital Management Dallas, Texas $73.5M AUM 24.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wolverine Asset Management's HTBK Position: Q3 2013 in Review

Wolverine Asset Management sold out of Heritage Commerce (HTBK) in Q3 2013, closing a stake of 32,800 shares — an estimated $229K sold.

Wolverine Asset Management first reported a position in HTBK in Q2 2013 and held it in 1 quarter. The position peaked at $229K in Q2 2013. 63 funds tracked by Wall St. Rank hold HTBK as of Q3 2013.

  • Wolverine Asset Management reported no remaining Heritage Commerce position as of Q3 2013 after selling out during the quarter.
  • Wolverine Asset Management sold 32,800 Heritage Commerce shares in Q3 2013, an estimated $229K.
  • Wolverine Asset Management first reported a position in Heritage Commerce in Q2 2013 and held it in 1 quarter.
  • Wolverine Asset Management's Heritage Commerce position peaked at $229K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held Heritage Commerce as of Q3 2013.

Based on Wolverine Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.