Stock TransactionsHERITAGE FINL CORP WASH

Total Bought
598,898
6 transactions
Total Sold
133,121
9 transactions
Net
+465,777
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
JENNISON ASSOCIATES LLC2,206,7662,752,114+545,3480.030.05+0.01buy
DEPRINCE RACE & ZOLLO INC153,259184,835+31,5760.070.09+0.02buy
Dana Investment Advisors, Inc.206,517225,692+19,1750.170.20+0.03buy
MARTIN & CO INC /TN/130,846132,713+1,8670.790.62-0.17buy
BRIGHTON JONES LLC11,29711,864+5670.010.01+0.00buy
SageView Advisory Group, LLC14,11614,481+3650.010.02+0.00buy
NWAM LLC53,47753,474-30.080.11+0.03sell
Hennion & Walsh Asset Management, Inc.17,16816,983-1850.020.02-0.00sell
Pacific Ridge Capital Partners, LLC42,30641,965-3410.240.27+0.03sell
LORD, ABBETT & CO. LLC317,381316,149-1,2320.020.03+0.00sell
KILEY JUERGENS WEALTH MANAGEMENT, LLC236,027234,065-1,9621.451.51+0.07sell
MARTINGALE ASSET MANAGEMENT L P29,00021,200-7,8000.020.01-0.00sell
GREAT LAKES ADVISORS, LLC220,251189,044-31,2070.050.04-0.01sell
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC323,290291,900-31,3900.030.02-0.00sell
ROYCE & ASSOCIATES LP225,121166,120-59,0010.050.04-0.01sell
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