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Heritage Financial Corporation shares owned by Strategic Capital

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Strategic Capital from 13F filings

Historical chart of Strategic Capital investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by Strategic Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by Strategic Capital

Quarter filed Position value Share count Share price at filing
2013-03-31 $370k 25k 14.68
2012-12-31 $370k 25k 14.68
2012-09-30 $379k 25k 15.04
2012-03-31 $343k 25k 13.61
2011-12-31 $317k 25k 12.58

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Top funds holding Heritage Financial Corporation

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
Jennison Associates
Heartland Advisors
AQR Capital Management
Lord, Abbett & Co
Arrowstreet Capital, Limited Partnership
Kiley Juergens Wealth Management
Wintrust Financial Corporation
Forest Hill Capital
Assenagon Asset Management

View all funds holding Heritage Financial Corporation