Advisory Research’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
2014
Q2
$1.65M Sell
2014
Q1
$1.64M Sell
2013
Q4
$2.35M Sell
2013
Q3
$2.64M Hold
2013
Q2
$2.23M Buy