Blue Edge Capital Has Trimmed Its Wells Fargo & Co. (WFC) Stake by $4.99 Million; Shares Declined; Heritage Finl Wash (HFWA) Holder Texas Permanent School Fund Has Lifted Its Holding by $434,875 as Share Value Declined

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Texas Permanent School Fund increased its stake in Heritage Finl Corp Wash (HFWA) by 146.99% based on its latest 2018Q3 regulatory filing with the SEC. Texas Permanent School Fund bought 12,425 shares as the company’s stock declined 13.47% with the market. The institutional investor held 20,878 shares of the banks company at the end of 2018Q3, valued at $734,000, up from 8,453 at the end of the previous reported quarter. Texas Permanent School Fund who had been investing in Heritage Finl Corp Wash for a number of months, seems to be bullish on the $1.17B market cap company. The stock increased 0.03% or $0.01 during the last trading session, reaching $31.85. About 21,241 shares traded. Heritage Financial Corporation (NASDAQ:HFWA) has risen 1.87% since February 13, 2018 and is uptrending. It has outperformed by 1.87% the S&P500. Some Historical HFWA News: 08/03/2018 – Heritage Fincl Corp to Acquire Premier Comml Bancorp for $88.6M; 08/03/2018 Heritage Financial Corporation To Acquire Premier Commercial Bancorp; 07/05/2018 – Heritage Financial Presenting at Conference Tomorrow; 26/04/2018 – Heritage Financial 1Q Net Interest Income $40.9 Million; 27/04/2018 – Heritage Financial Closes Below 50-Day Moving Average; 26/04/2018 – HERITAGE FINANCIAL CORP HFWA.O – NET INTEREST INCOME INCREASED $7.8 MILLION, OR 23.4%, TO $40.9 MILLION FOR THE QUARTER ENDED MARCH 31, 2018; 02/04/2018 – Heritage Financial Announces Earnings Release Date and Conference Call; 22/04/2018 – DJ Heritage Financial Corporation, Inst Holders, 1Q 2018 (HFWA); 08/03/2018 – HERITAGE FINANCIAL CORP HFWA.O – UPON CONSUMMATION, SHAREHOLDERS OF PREMIER WILL OWN APPROXIMATELY 7.7% OF COMBINED COMPANY; 26/04/2018 – Heritage Financial 1Q EPS 27c

Blue Edge Capital Llc decreased its stake in Wells Fargo & Co. (WFC) by 0.44% based on its latest 2018Q3 regulatory filing with the SEC. Blue Edge Capital Llc sold 95 shares as the company’s stock declined 15.07% with the market. The institutional investor held 21,275 shares of the major banks company at the end of 2018Q3, valued at $1.12 billion, down from 21,370 at the end of the previous reported quarter. Blue Edge Capital Llc who had been investing in Wells Fargo & Co. for a number of months, seems to be less bullish one the $225.43 billion market cap company. The stock increased 0.32% or $0.16 during the last trading session, reaching $49.21. About 8.20M shares traded. Wells Fargo & Company (NYSE:WFC) has declined 17.79% since February 13, 2018 and is downtrending. It has underperformed by 17.79% the S&P500. Some Historical WFC News: 15/03/2018 – New York Post: Wells Fargo chief defends his pay raise amid scandals; 16/03/2018 – Moody’s Affirms Six Classes of WFCM 2017-RC1; 12/03/2018 – Abbot Downing Launches Institute for Family Culture With Focus on Family Business Transitions and Social Impact Analysis; 24/04/2018 – Packaging Corporation of America’s Chief Executive Officer to Speak at Wells Fargo Securities Research, Economics & Strategy; 14/05/2018 – STAG INDUSTRIAL INC STAG.N : WELLS FARGO RAISES TARGET PRICE TO $28 FROM $27; 20/04/2018 – FOX 5 Atlanta: #BREAKING: NEW YORK (AP) — Wells Fargo hit with $1 billion fine for auto loan and mortgage abuses. #fox5atl; 07/05/2018 – Aircastle at Wells Fargo Industrials Conference Tomorrow; 08/05/2018 – BWX Technologies at Wells Fargo Industrials Conference Tomorrow; 23/03/2018 – Wells Fargo Risk Management Changes Follow Recent Fed Enforcement Action; 30/05/2018 – WELLS FARGO CFO SHREWSBERRY CONCLUDES REMARKS AT CONFERENCE

Among 39 analysts covering Wells Fargo & Company (NYSE:WFC), 18 have Buy rating, 6 Sell and 15 Hold. Therefore 46% are positive. Wells Fargo & Company had 159 analyst reports since July 29, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital on Monday, April 16 with “Overweight”. As per Friday, September 25, the company rating was maintained by Macquarie Research. The company was maintained on Sunday, April 15 by Keefe Bruyette & Woods. On Wednesday, August 30 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock of Wells Fargo & Company (NYSE:WFC) has “Sell” rating given on Thursday, March 24 by UBS. On Thursday, April 5 the stock rating was upgraded by UBS to “Buy”. BMO Capital Markets maintained the stock with “Hold” rating in Sunday, July 30 report. Morgan Stanley maintained it with “Equal-Weight” rating and $61 target in Monday, July 16 report. Barclays Capital maintained it with “Overweight” rating and $65 target in Tuesday, January 3 report. The stock of Wells Fargo & Company (NYSE:WFC) earned “Sell” rating by Berenberg on Friday, July 21.

Investors sentiment increased to 0.78 in Q3 2018. Its up 0.06, from 0.72 in 2018Q2. It improved, as 55 investors sold WFC shares while 664 reduced holdings. 126 funds opened positions while 432 raised stakes. 3.46 billion shares or 3.93% less from 3.60 billion shares in 2018Q2 were reported. Moreover, Cibc Comml Bank Usa has 0.19% invested in Wells Fargo & Company (NYSE:WFC). Mckinley Carter Wealth Serv holds 0.06% or 3,905 shares in its portfolio. Donaldson Management Limited Liability reported 54,485 shares. 3,832 were reported by Seizert Cap Prns Limited Liability Co. Van Hulzen Asset Management Llc has invested 0.15% in Wells Fargo & Company (NYSE:WFC). Mcrae Inc has invested 0.16% in Wells Fargo & Company (NYSE:WFC). Cornercap Inv Counsel, a Georgia-based fund reported 119,380 shares. Advisory Ltd Liability holds 41,284 shares or 0.16% of its portfolio. Moneta Gru Inv Advsrs Ltd invested in 14,498 shares. Lourd Ltd Liability Co holds 5.58% or 1.64 million shares. Theleme Prtn Llp, United Kingdom-based fund reported 10.13 million shares. Ramsay Stattman Vela And Price Incorporated reported 102,684 shares. Ally Fincl has invested 1.98% in Wells Fargo & Company (NYSE:WFC). Clark Cap Gp owns 37,361 shares. Rocky Mountain Advisers Limited Liability, Colorado-based fund reported 2,050 shares.

More notable recent Wells Fargo & Company (NYSE:WFC) news were published by: Seekingalpha.com which released: “Is It Time To Bail Out On Wells Fargo? – Seeking Alpha” on September 24, 2018, also Seekingalpha.com with their article: “Wells Fargo: Value And Longevity – Seeking Alpha” published on May 21, 2018, Marketwatch.com published: “Stocks close higher as Netflix-led tech rally offsets JPMorgan disappointment – MarketWatch” on January 15, 2019. More interesting news about Wells Fargo & Company (NYSE:WFC) were released by: Fool.com and their article: “Has Time Expired for Wells Fargo’s Leadership Team? – Motley Fool” published on January 17, 2019 as well as Benzinga.com‘s news article titled: “Wells Fargo Reports Mixed Q4 Results (NYSE:WFC) – Benzinga” with publication date: January 15, 2019.

Blue Edge Capital Llc, which manages about $153.03 million and $269.13B US Long portfolio, upped its stake in Anadarko Petroleum Corp (NYSE:APC) by 81 shares to 9,237 shares, valued at $622.67M in 2018Q3, according to the filing. It also increased its holding in Global X Mlp Etf (MLPA) by 177,479 shares in the quarter, for a total of 308,170 shares, and has risen its stake in Alibaba Group Hldg (NYSE:BABA).

Investors sentiment increased to 1.4 in 2018 Q3. Its up 0.17, from 1.23 in 2018Q2. It is positive, as 19 investors sold HFWA shares while 33 reduced holdings. 18 funds opened positions while 55 raised stakes. 30.58 million shares or 7.62% more from 28.42 million shares in 2018Q2 were reported. Moreover, Stifel Financial has 0.01% invested in Heritage Financial Corporation (NASDAQ:HFWA) for 139,533 shares. 223,419 were reported by Wells Fargo And Mn. Credit Suisse Ag accumulated 30,455 shares. Hightower Ltd Liability Company has invested 0% of its portfolio in Heritage Financial Corporation (NASDAQ:HFWA). Td Asset Mngmt holds 0% in Heritage Financial Corporation (NASDAQ:HFWA) or 43,045 shares. Prudential Finance invested 0% in Heritage Financial Corporation (NASDAQ:HFWA). Mufg Americas Corp reported 3,560 shares stake. holds 0% in Heritage Financial Corporation (NASDAQ:HFWA) or 28,300 shares. The California-based Assetmark Incorporated has invested 0% in Heritage Financial Corporation (NASDAQ:HFWA). Financial Bank Of America Corporation De reported 40,177 shares. Ameritas Investment has 0% invested in Heritage Financial Corporation (NASDAQ:HFWA) for 2,803 shares. Manufacturers Life Insurance The holds 0.03% or 788,042 shares in its portfolio. Citigroup holds 0% in Heritage Financial Corporation (NASDAQ:HFWA) or 7,192 shares. Pub Employees Retirement Systems Of Ohio invested 0% in Heritage Financial Corporation (NASDAQ:HFWA). Rothschild And Asset Mngmt Us, New York-based fund reported 75,930 shares.

Since August 27, 2018, it had 0 insider buys, and 5 insider sales for $702,931 activity. CLEES JOHN A sold $36,258 worth of stock or 1,000 shares. 15,000 Heritage Financial Corporation (NASDAQ:HFWA) shares with value of $518,378 were sold by VANCE BRIAN L. $22,484 worth of Heritage Financial Corporation (NASDAQ:HFWA) shares were sold by Spurling David A.

Among 7 analysts covering Heritage Financial (NASDAQ:HFWA), 4 have Buy rating, 0 Sell and 3 Hold. Therefore 57% are positive. Heritage Financial had 15 analyst reports since September 28, 2015 according to SRatingsIntel. The stock has “Hold” rating by Piper Jaffray on Monday, August 14. Keefe Bruyette & Woods downgraded the shares of HFWA in report on Friday, October 23 to “Market Perform” rating. The stock has “Buy” rating by DA Davidson on Tuesday, November 7. Keefe Bruyette & Woods maintained Heritage Financial Corporation (NASDAQ:HFWA) rating on Thursday, June 1. Keefe Bruyette & Woods has “Hold” rating and $2700 target. The firm has “Hold” rating given on Thursday, December 21 by Keefe Bruyette & Woods. The rating was maintained by Sandler O’Neill with “Buy” on Thursday, January 18. The firm has “Hold” rating given on Monday, July 10 by Piper Jaffray. The rating was maintained by Piper Jaffray with “Hold” on Thursday, October 5. PiperJaffray upgraded Heritage Financial Corporation (NASDAQ:HFWA) on Wednesday, May 2 to “Overweight” rating. The stock of Heritage Financial Corporation (NASDAQ:HFWA) has “Mkt Perform” rating given on Monday, October 5 by Raymond James.

Texas Permanent School Fund, which manages about $7.24 billion US Long portfolio, decreased its stake in Metlife Inc (NYSE:MET) by 24,729 shares to 223,329 shares, valued at $10.43M in 2018Q3, according to the filing. It also reduced its holding in Pioneer Nat Res Co (NYSE:PXD) by 3,336 shares in the quarter, leaving it with 38,253 shares, and cut its stake in Yum Brands Inc (NYSE:YUM).

Wells Fargo & Company (NYSE:WFC) Institutional Positions Chart