GSC
HBOS

Ground Swell Capital’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-300
Closed -$6K – 3166
2014
Q2 		$6K Buy
+300
New +$5.7K 0.01% 1039

Other funds holding HBOS

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ground Swell Capital's HBOS Position: Q3 2014 in Review

Ground Swell Capital sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2014, closing a stake of 300 shares — an estimated $6K sold.

Ground Swell Capital first reported a position in HBOS in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 51 funds tracked by Wall St. Rank hold HBOS as of Q3 2014.

  • Ground Swell Capital reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 300 HERITAGE FINANCIAL GROUP shares in Q3 2014, an estimated $6K.
  • Ground Swell Capital first reported a position in HERITAGE FINANCIAL GROUP in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's HERITAGE FINANCIAL GROUP position peaked at $6K in Q2 2014.
  • 51 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.