CA
HBOS

Cliff Asness’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Cliff Asness’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
Q1 		– Sell
-47,042
Closed -$1.22M – 2492
2014
Q4 		$1.22M Buy
+47,042
New +$1.03M ﹤0.01% 1559

Other funds holding HBOS

JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cliff Asness's HBOS Position: Q1 2015 in Review

Cliff Asness sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q1 2015, closing a stake of 47,042 shares — an estimated $1.22M sold.

Cliff Asness first reported a position in HBOS in Q4 2014 and held it in 1 quarter. The position peaked at $1.22M in Q4 2014. 51 funds tracked by Wall St. Rank hold HBOS as of Q1 2015.

  • Cliff Asness reported no remaining HERITAGE FINANCIAL GROUP position as of Q1 2015 after selling out during the quarter.
  • Cliff Asness sold 47,042 HERITAGE FINANCIAL GROUP shares in Q1 2015, an estimated $1.22M.
  • Cliff Asness first reported a position in HERITAGE FINANCIAL GROUP in Q4 2014 and held it in 1 quarter.
  • Cliff Asness's HERITAGE FINANCIAL GROUP position peaked at $1.22M in Q4 2014.
  • 51 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q1 2015.

Based on AQR Capital Management's 13F filing for Q1 2015, filed 15 May 2015.