GLAM
HBOS

Gardner Lewis Asset Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Gardner Lewis Asset Management’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
-965,828
Closed -$29.1M – 136
2015
Q2 		$29.1M Buy
965,828
+568,357
+143% +$15.9M 4.41% 2
2015
Q1 		$10.8M Buy
397,471
+210,064
+112% +$5.33M 2.27% 11
2014
Q4 		$4.85M Buy
+187,407
New +$4.09M 0.98% 35

Gardner Lewis Asset Management's HBOS Position: Q3 2015 in Review

Gardner Lewis Asset Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 965,828 shares — an estimated $29.1M sold.

Gardner Lewis Asset Management first reported a position in HBOS in Q4 2014 and held it in 3 quarters. The position peaked at $29.1M in Q2 2015. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Gardner Lewis Asset Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Gardner Lewis Asset Management sold 965,828 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $29.1M.
  • Gardner Lewis Asset Management first reported a position in HERITAGE FINANCIAL GROUP in Q4 2014 and held it in 3 quarters.
  • Gardner Lewis Asset Management's HERITAGE FINANCIAL GROUP position peaked at $29.1M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Gardner Lewis Asset Management's 13F filing for Q3 2015, filed 16 Nov 2015.