Creative Planning
HBOS

Creative Planning’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Creative Planning’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
Q2 		– Sell
-3,000
Closed -$82K – 4042
2015
Q1 		$82K Sell
3,000
-1,400
-32% -$35.5K ﹤0.01% 1687
2014
Q4 		$114K Hold
4,400
– – ﹤0.01% 1486
2014
Q3 		$89K Buy
+4,400
New +$89.1K ﹤0.01% 1556

Other funds holding HBOS

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's HBOS Position: Q2 2015 in Review

Creative Planning sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q2 2015, closing a stake of 3,000 shares — an estimated $82K sold.

Creative Planning first reported a position in HBOS in Q3 2014 and held it in 3 quarters. The position peaked at $114K in Q4 2014. 64 funds tracked by Wall St. Rank hold HBOS as of Q2 2015.

  • Creative Planning reported no remaining HERITAGE FINANCIAL GROUP position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 3,000 HERITAGE FINANCIAL GROUP shares in Q2 2015, an estimated $82K.
  • Creative Planning first reported a position in HERITAGE FINANCIAL GROUP in Q3 2014 and held it in 3 quarters.
  • Creative Planning's HERITAGE FINANCIAL GROUP position peaked at $114K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.