PIM
HBOS

Perkins Investment Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Perkins Investment 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
Q4 		– Sell
-35,000
Closed -$610K – 286
2013
Q3 		$610K Buy
+35,000
New +$620K ﹤0.01% 253

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Perkins Investment Management's HBOS Position: Q4 2013 in Review

Perkins Investment Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q4 2013, closing a stake of 35,000 shares — an estimated $610K sold.

Perkins Investment Management first reported a position in HBOS in Q3 2013 and held it in 1 quarter. The position peaked at $610K in Q3 2013. 58 funds tracked by Wall St. Rank hold HBOS as of Q4 2013.

  • Perkins Investment Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q4 2013 after selling out during the quarter.
  • Perkins Investment Management sold 35,000 HERITAGE FINANCIAL GROUP shares in Q4 2013, an estimated $610K.
  • Perkins Investment Management first reported a position in HERITAGE FINANCIAL GROUP in Q3 2013 and held it in 1 quarter.
  • Perkins Investment Management's HERITAGE FINANCIAL GROUP position peaked at $610K in Q3 2013.
  • 58 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q4 2013.

Based on Perkins Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.