Dimensional Fund Advisors
HBOS

Dimensional Fund Advisors’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Dimensional Fund Advisors’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
-130,064
Closed -$3.92M – 3439
2015
Q2 		$3.92M Hold
130,064
– – ﹤0.01% 2649
2015
Q1 		$3.54M Hold
130,064
– – ﹤0.01% 2665
2014
Q4 		$3.37M Buy
130,064
+3,004
+2% +$65.6K ﹤0.01% 2703
2014
Q3 		$2.56M Buy
127,060
+2,054
+2% +$41.6K ﹤0.01% 2775
2014
Q2 		$2.48M Buy
125,006
+1,119
+0.9% +$21.2K ﹤0.01% 2794
2014
Q1 		$2.43M Buy
123,887
+4,832
+4% +$91.6K ﹤0.01% 2788
2013
Q4 		$2.29M Buy
119,055
+3,338
+3% +$59.8K ﹤0.01% 2818
2013
Q3 		$2.02M Buy
115,717
+2,233
+2% +$39.6K ﹤0.01% 2854
2013
Q2 		$1.67M Buy
+113,484
New +$1.63M ﹤0.01% 2879

Dimensional Fund Advisors's HBOS Position: Q3 2015 in Review

Dimensional Fund Advisors sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 130,064 shares — an estimated $3.92M sold.

Dimensional Fund Advisors first reported a position in HBOS in Q2 2013 and held it in 9 quarters. The position peaked at $3.92M in Q2 2015. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Dimensional Fund Advisors reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Dimensional Fund Advisors sold 130,064 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $3.92M.
  • Dimensional Fund Advisors first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 9 quarters.
  • Dimensional Fund Advisors's HERITAGE FINANCIAL GROUP position peaked at $3.92M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Dimensional Fund Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.