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Heritage Commerce shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management investment in Heritage Commerce

Tip: Access up to 7 years of quarterly data

All positions including Heritage Commerce held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Commerce by Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $3.0k 293 10.24
2018-09-30 $4.0k 293 13.65
2018-06-30 $5.0k 293 17.06
2018-03-31 $3.0k 196 15.31
2017-12-31 $3.0k 196 15.31
2017-09-30 $3.0k 196 15.31
2017-06-30 $3.0k 196 15.31
2017-03-31 $3.0k 196 15.31

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding Heritage Commerce

BlackRock
Vanguard Group
Dimensional Fund Advisors
Robeco Investment Management
FJ Capital Management
Jpmorgan Chase & Co
Geode Capital Management
Kennedy Capital Management
American Century Companies
T. Rowe Price Investment Management
Stieven Capital Advisors
Morgan Stanley
Endeavour Capital Advisors
AlTi Global
Northern Trust

View all funds holding Heritage Commerce