Stock TransactionsHERITAGE FINL CORP WASH

Total Bought
235,923
4 transactions
Total Sold
169,994
10 transactions
Net
+65,929
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
JENNISON ASSOCIATES LLC2,752,1142,977,315+225,2010.050.04-0.00buy
LORD, ABBETT & CO. LLC316,149326,731+10,5820.030.03-0.00buy
BRIGHTON JONES LLC11,86412,002+1380.010.01-0.00buy
NWAM LLC53,47453,476+20.110.07-0.04buy
SageView Advisory Group, LLC14,48114,440-410.020.01-0.00sell
KILEY JUERGENS WEALTH MANAGEMENT, LLC234,065232,857-1,2081.511.28-0.23sell
MARTIN & CO INC /TN/132,713131,248-1,4650.620.58-0.05sell
Penn Capital Management Company, LLC25,94823,974-1,9740.060.05-0.01sell
Dana Investment Advisors, Inc.225,692222,286-3,4060.200.18-0.02sell
Versor Investments LP38,00034,200-3,8000.150.14-0.01sell
GREAT LAKES ADVISORS, LLC189,044184,928-4,1160.040.04-0.00sell
Hennion & Walsh Asset Management, Inc.16,98311,977-5,0060.020.01-0.01sell
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC291,900283,970-7,9300.020.02-0.00sell
DEPRINCE RACE & ZOLLO INC184,83543,787-141,0480.090.02-0.07sell
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