Stieven Capital Advisors LP Lowered Its Heritage Finl Wash (HFWA) Stake by $930,900 as Share Price Declined; Enterprise Prods Partners L (EPD) Holder Tiedemann Wealth Management Cut Its Holding by $370,192

January 11, 2018 - By Migdalia James

Tiedemann Wealth Management Llc decreased its stake in Enterprise Prods Partners L (EPD) by 1.42% based on its latest 2017Q3 regulatory filing with the SEC. Tiedemann Wealth Management Llc sold 21,776 shares as the company’s stock declined 6.06% while stock markets rallied. The institutional investor held 1.51 million shares of the natural gas distribution company at the end of 2017Q3, valued at $26.92 million, down from 1.53M at the end of the previous reported quarter. Tiedemann Wealth Management Llc who had been investing in Enterprise Prods Partners L for a number of months, seems to be less bullish one the $61.69 billion market cap company. The stock increased 0.69% or $0.195 during the last trading session, reaching $28.545. About 1.20M shares traded. Enterprise Products Partners L.P. (NYSE:EPD) has declined 0.18% since January 11, 2017 and is downtrending. It has underperformed by 16.88% the S&P500.

Stieven Capital Advisors Lp decreased its stake in Heritage Finl Corp Wash (HFWA) by 7% based on its latest 2017Q3 regulatory filing with the SEC. Stieven Capital Advisors Lp sold 32,100 shares as the company’s stock declined 5.54% while stock markets rallied. The hedge fund held 426,456 shares of the banks company at the end of 2017Q3, valued at $12.58M, down from 458,556 at the end of the previous reported quarter. Stieven Capital Advisors Lp who had been investing in Heritage Finl Corp Wash for a number of months, seems to be less bullish one the $933.77M market cap company. The stock increased 0.97% or $0.3 during the last trading session, reaching $31.35. About 14,640 shares traded. Heritage Financial Corporation (NASDAQ:HFWA) has risen 35.92% since January 11, 2017 and is uptrending. It has outperformed by 19.22% the S&P500.

Among 4 analysts covering Heritage Financial (NASDAQ:HFWA), 1 have Buy rating, 0 Sell and 3 Hold. Therefore 25% are positive. Heritage Financial had 9 analyst reports since September 28, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Monday, September 28 by Piper Jaffray. The firm earned “Hold” rating on Thursday, December 21 by Keefe Bruyette & Woods. On Monday, August 14 the stock rating was maintained by Piper Jaffray with “Hold”. The stock of Heritage Financial Corporation (NASDAQ:HFWA) earned “Hold” rating by Piper Jaffray on Monday, July 10. The stock has “Buy” rating by DA Davidson on Tuesday, November 7. Keefe Bruyette & Woods maintained the shares of HFWA in report on Thursday, June 1 with “Hold” rating. Keefe Bruyette & Woods downgraded Heritage Financial Corporation (NASDAQ:HFWA) rating on Friday, October 23. Keefe Bruyette & Woods has “Market Perform” rating and $20 target. The stock of Heritage Financial Corporation (NASDAQ:HFWA) earned “Mkt Perform” rating by Raymond James on Monday, October 5. The firm earned “Hold” rating on Thursday, October 5 by Piper Jaffray.

Since August 18, 2017, it had 0 insider purchases, and 2 insider sales for $352,162 activity. On Monday, October 30 PICKERING ANTHONY sold $338,360 worth of Heritage Financial Corporation (NASDAQ:HFWA) or 11,000 shares.

Investors sentiment increased to 1.32 in Q3 2017. Its up 0.23, from 1.09 in 2017Q2. It improved, as 10 investors sold HFWA shares while 40 reduced holdings. 16 funds opened positions while 50 raised stakes. 22.94 million shares or 3.14% more from 22.24 million shares in 2017Q2 were reported. Intl Group Inc owns 19,736 shares. Zurcher Kantonalbank (Zurich Cantonalbank) reported 0% stake. Northpointe Cap Llc holds 285,041 shares. Tiaa Cref Investment Mgmt Limited Liability Company invested 0% in Heritage Financial Corporation (NASDAQ:HFWA). Da Davidson And invested 0.01% in Heritage Financial Corporation (NASDAQ:HFWA). Rmb Cap Mngmt Limited Liability Co holds 0.05% or 62,362 shares. Ubs Asset Americas holds 0% or 9,360 shares in its portfolio. Alphaone Inv Service Llc holds 1.37% or 175,401 shares in its portfolio. 400,000 are held by Mendon Advisors Corporation. Pacific Ridge Cap Partners Ltd Liability has 29,039 shares for 0.24% of their portfolio. Counselors Of Maryland owns 845,820 shares for 1.27% of their portfolio. 61,994 were reported by Martin And Com Incorporated Tn. Assetmark, California-based fund reported 12 shares. Commercial Bank Of Montreal Can reported 53,306 shares. Moreover, Bancorporation Of New York Mellon Corporation has 0.01% invested in Heritage Financial Corporation (NASDAQ:HFWA) for 656,280 shares.

Analysts await Heritage Financial Corporation (NASDAQ:HFWA) to report earnings on January, 25. They expect $0.36 earnings per share, up 9.09% or $0.03 from last year’s $0.33 per share. HFWA’s profit will be $10.72M for 21.77 P/E if the $0.36 EPS becomes a reality. After $0.35 actual earnings per share reported by Heritage Financial Corporation for the previous quarter, Wall Street now forecasts 2.86% EPS growth.

Tiedemann Wealth Management Llc, which manages about $5.35B and $839.40M US Long portfolio, upped its stake in Enbridge Energy Partners LP (NYSE:EEP) by 33,904 shares to 660,483 shares, valued at $10.03 million in 2017Q3, according to the filing. It also increased its holding in Infrareit Inc by 23,170 shares in the quarter, for a total of 83,090 shares, and has risen its stake in Select Sector Spdr Tr (XLP).

Investors sentiment increased to 1 in 2017 Q3. Its up 0.01, from 0.99 in 2017Q2. It is positive, as 54 investors sold EPD shares while 262 reduced holdings. 73 funds opened positions while 242 raised stakes. 783.53 million shares or 0.44% more from 780.09 million shares in 2017Q2 were reported. 153,901 are owned by Homrich And Berg. Evercore Wealth Management Ltd Llc stated it has 229,683 shares. Summit Asset Ltd Com holds 12,682 shares. Montecito Financial Bank And invested in 0.24% or 27,088 shares. Chickasaw Lc stated it has 13.84 million shares or 7.75% of all its holdings. 326,750 are held by Alliancebernstein L P. Noesis Cap Mangement holds 19,876 shares. Jacobus Wealth Management stated it has 37,000 shares or 0.25% of all its holdings. Hbk Sorce Advisory Ltd Limited Liability Company has 0.05% invested in Enterprise Products Partners L.P. (NYSE:EPD). Hawkins Capital Lp holds 28,800 shares or 0.31% of its portfolio. Hilton Mngmt Lc reported 2.93% in Enterprise Products Partners L.P. (NYSE:EPD). Plante Moran Advisors Limited Company has 5,069 shares for 0.08% of their portfolio. Bancorporation Of New York Mellon Corporation reported 0% stake. Asset Advsrs stated it has 0% in Enterprise Products Partners L.P. (NYSE:EPD). Loring Wolcott And Coolidge Fiduciary Advsr Limited Liability Partnership Ma reported 6,270 shares.

Among 24 analysts covering Enterprise Products Partners LP (NYSE:EPD), 23 have Buy rating, 0 Sell and 1 Hold. Therefore 96% are positive. Enterprise Products Partners LP had 48 analyst reports since July 23, 2015 according to SRatingsIntel. The company was initiated on Friday, September 30 by Mizuho. Morgan Stanley upgraded the stock to “Overweight” rating in Thursday, June 15 report. The stock has “Buy” rating by Stifel Nicolaus on Thursday, October 19. The rating was initiated by Ladenburg Thalmann with “Buy” on Wednesday, November 16. Howard Weil initiated it with “Sector Outperform” rating and $31.0 target in Wednesday, January 6 report. Morgan Stanley upgraded the stock to “Overweight” rating in Wednesday, January 20 report. Morgan Stanley downgraded Enterprise Products Partners L.P. (NYSE:EPD) rating on Thursday, August 18. Morgan Stanley has “Equal-Weight” rating and $30 target. Mizuho maintained the shares of EPD in report on Friday, October 13 with “Buy” rating. As per Tuesday, April 19, the company rating was maintained by Citigroup. The firm has “Overweight” rating given on Friday, August 4 by Barclays Capital.

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