KCM
HBOS

Kennedy Capital Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Kennedy Capital 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
-109,540
Closed -$3.31M – 788
2015
Q2 		$3.31M Hold
109,540
– – 0.06% 498
2015
Q1 		$2.98M Buy
109,540
+291
+0.3% +$7.38K 0.05% 511
2014
Q4 		$2.83M Sell
109,249
-105,782
-49% -$2.31M 0.05% 516
2014
Q3 		$4.34M Sell
215,031
-658
-0.3% -$13.3K 0.09% 403
2014
Q2 		$4.28M Buy
215,689
+10,069
+5% +$191K 0.08% 410
2014
Q1 		$4.04M Buy
205,620
+4,863
+2% +$92.2K 0.08% 414
2013
Q4 		$3.87M Buy
200,757
+42,393
+27% +$760K 0.07% 433
2013
Q3 		$2.76M Sell
158,364
-25,369
-14% -$450K 0.05% 484
2013
Q2 		$2.71M Buy
+183,733
New +$2.64M 0.06% 480

Kennedy Capital Management's HBOS Position: Q3 2015 in Review

Kennedy Capital Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 109,540 shares — an estimated $3.31M sold.

Kennedy Capital Management first reported a position in HBOS in Q2 2013 and held it in 9 quarters. The position peaked at $4.34M in Q3 2014. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Kennedy Capital Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Kennedy Capital Management sold 109,540 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $3.31M.
  • Kennedy Capital Management first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 9 quarters.
  • Kennedy Capital Management's HERITAGE FINANCIAL GROUP position peaked at $4.34M in Q3 2014.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Kennedy Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.