LOM
HBOS

Loeb Offshore Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Loeb Offshore 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
2014
Q4 		$4.38M Buy
+169,176
New +$3.7M 0.8% 41

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
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
EC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Loeb Offshore Management's HBOS Position: Q4 2014 in Review

Loeb Offshore Management opened a new position in HERITAGE FINANCIAL GROUP (HBOS) in Q4 2014: 169,176 shares worth $4.38M. The stake represents 0.8% of the portfolio and ranks #41 among its holdings.

56 funds tracked by Wall St. Rank hold HBOS as of Q4 2014.

  • Loeb Offshore Management held 169,176 shares of HERITAGE FINANCIAL GROUP worth $4.38M as of Q4 2014.
  • HERITAGE FINANCIAL GROUP was a new Loeb Offshore Management position in Q4 2014.
  • HERITAGE FINANCIAL GROUP made up 0.8% of Loeb Offshore Management's portfolio in Q4 2014, its #41 holding.
  • 56 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.