Stifel Financial’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Stifel Financial’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	-18,187	Closed	-$549K	–	2489
2015 Q2	$549K	Buy	18,187 +2,435	+15%	+$68.3K	﹤0.01%	1638
2015 Q1	$426K	Sell	15,752 -36,669	-70%	-$930K	﹤0.01%	1705
2014 Q4	$1.35M	Buy	52,421 +28,021	+115%	+$612K	0.01%	1109
2014 Q3	$489K	Sell	24,400 -5,806	-19%	-$118K	﹤0.01%	1540
2014 Q2	$595K	Buy	+30,206	New	+$574K	0.01%	1392

Stifel Financial's HBOS Position: Q3 2015 in Review

Stifel Financial sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 18,187 shares — an estimated $549K sold.

Stifel Financial first reported a position in HBOS in Q2 2014 and held it in 5 quarters. The position peaked at $1.35M in Q4 2014. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

Stifel Financial reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
Stifel Financial sold 18,187 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $549K.
Stifel Financial first reported a position in HERITAGE FINANCIAL GROUP in Q2 2014 and held it in 5 quarters.
Stifel Financial's HERITAGE FINANCIAL GROUP position peaked at $1.35M in Q4 2014.
0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Stifel Financial's 13F filing for Q3 2015, filed 16 Nov 2015.