MAM
HBOS

Martingale Asset Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Martingale 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
2013
Q3 		– Sell
-15,955
Closed -$236K – 1077
2013
Q2 		$236K Buy
+15,955
New +$230K 0.01% 903

Other funds holding HBOS

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Martingale Asset Management's HBOS Position: Q3 2013 in Review

Martingale Asset Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2013, closing a stake of 15,955 shares — an estimated $236K sold.

Martingale Asset Management first reported a position in HBOS in Q2 2013 and held it in 1 quarter. The position peaked at $236K in Q2 2013. 59 funds tracked by Wall St. Rank hold HBOS as of Q3 2013.

  • Martingale Asset Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2013 after selling out during the quarter.
  • Martingale Asset Management sold 15,955 HERITAGE FINANCIAL GROUP shares in Q3 2013, an estimated $236K.
  • Martingale Asset Management first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 1 quarter.
  • Martingale Asset Management's HERITAGE FINANCIAL GROUP position peaked at $236K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2013.

Based on Martingale Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.