UBS Group’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-1,285
Closed -$39K 9071
2015
Q2
$39K Buy
1,285
+855
+199% +$24K ﹤0.01% 6235
2015
Q1
$12K Sell
430
-1,099
-72% -$27.9K ﹤0.01% 7535
2014
Q4
$40K Buy
+1,529
New +$33.4K ﹤0.01% 6781

UBS Group's HBOS Position: Q3 2015 in Review

UBS Group sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 1,285 shares — an estimated $39K sold.

UBS Group first reported a position in HBOS in Q4 2014 and held it in 3 quarters. The position peaked at $40K in Q4 2014. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • UBS Group reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • UBS Group sold 1,285 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $39K.
  • UBS Group first reported a position in HERITAGE FINANCIAL GROUP in Q4 2014 and held it in 3 quarters.
  • UBS Group's HERITAGE FINANCIAL GROUP position peaked at $40K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on UBS Group's 13F filing for Q3 2015, filed 13 Nov 2015.