Federated Hermes’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Federated Hermes’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
2014 Q4	–	Sell	-87	Closed	-$2K	–	2128
2014 Q3	$2K	Sell	87 -75	-46%	-$1.52K	﹤0.01%	1942
2014 Q2	$3K	Buy	+162	New	+$3.08K	﹤0.01%	1907
2013 Q3	–	Sell	-5,431	Closed	-$80K	–	1814
2013 Q2	$80K	Buy	+5,431	New	+$78.2K	﹤0.01%	1547

Other funds holding HBOS

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LOM

Loeb Offshore Management New York $547M AUM 50.11% 1-Year Est. Return

Federated Hermes's HBOS Position: Q4 2014 in Review

Federated Hermes sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q4 2014, closing a stake of 87 shares — an estimated $2K sold.

Federated Hermes first reported a position in HBOS in Q2 2013 and held it in 3 quarters. The position peaked at $80K in Q2 2013. 56 funds tracked by Wall St. Rank hold HBOS as of Q4 2014.

Federated Hermes reported no remaining HERITAGE FINANCIAL GROUP position as of Q4 2014 after selling out during the quarter.
Federated Hermes sold 87 HERITAGE FINANCIAL GROUP shares in Q4 2014, an estimated $2K.
Federated Hermes first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 3 quarters.
Federated Hermes's HERITAGE FINANCIAL GROUP position peaked at $80K in Q2 2013.
56 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q4 2014.

Based on Federated Hermes's 13F filing for Q4 2014, filed 10 Feb 2015.