Jefferies Group’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-32,750
Closed -$988K 3729
2015
Q2
$988K Sell
32,750
-8,554
-21% -$240K 0.01% 1241
2015
Q1
$1.13M Buy
+41,304
New +$1.05M 0.01% 994

Jefferies Group's HBOS Position: Q3 2015 in Review

Jefferies Group sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 32,750 shares — an estimated $988K sold.

Jefferies Group first reported a position in HBOS in Q1 2015 and held it in 2 quarters. The position peaked at $1.13M in Q1 2015. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Jefferies Group reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 32,750 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $988K.
  • Jefferies Group first reported a position in HERITAGE FINANCIAL GROUP in Q1 2015 and held it in 2 quarters.
  • Jefferies Group's HERITAGE FINANCIAL GROUP position peaked at $1.13M in Q1 2015.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.