STIA
HBOS

Stone Toro Investment Advisers’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Stone Toro Investment Advisers’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
Q1 		– Sell
-9,400
Closed -$243K – 73
2014
Q4 		$243K Buy
+9,400
New +$205K 0.63% 61

Other funds holding HBOS

JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Stone Toro Investment Advisers's HBOS Position: Q1 2015 in Review

Stone Toro Investment Advisers sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q1 2015, closing a stake of 9,400 shares — an estimated $243K sold.

Stone Toro Investment Advisers first reported a position in HBOS in Q4 2014 and held it in 1 quarter. The position peaked at $243K in Q4 2014. 51 funds tracked by Wall St. Rank hold HBOS as of Q1 2015.

  • Stone Toro Investment Advisers reported no remaining HERITAGE FINANCIAL GROUP position as of Q1 2015 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 9,400 HERITAGE FINANCIAL GROUP shares in Q1 2015, an estimated $243K.
  • Stone Toro Investment Advisers first reported a position in HERITAGE FINANCIAL GROUP in Q4 2014 and held it in 1 quarter.
  • Stone Toro Investment Advisers's HERITAGE FINANCIAL GROUP position peaked at $243K in Q4 2014.
  • 51 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.