Charles Schwab
HBOS

Charles Schwab’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Charles Schwab’s Portfolio HBOS Stock Details HBOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-9,374
Closed -$283K – 3149
2015
Q2 		$283K Buy
+9,374
New +$263K ﹤0.01% 2901

Charles Schwab's HBOS Position: Q3 2015 in Review

Charles Schwab sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 9,374 shares — an estimated $283K sold.

Charles Schwab first reported a position in HBOS in Q2 2015 and held it in 1 quarter. The position peaked at $283K in Q2 2015. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Charles Schwab reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Charles Schwab sold 9,374 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $283K.
  • Charles Schwab first reported a position in HERITAGE FINANCIAL GROUP in Q2 2015 and held it in 1 quarter.
  • Charles Schwab's HERITAGE FINANCIAL GROUP position peaked at $283K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Charles Schwab's 13F filing for Q3 2015, filed 13 Nov 2015.