WCM
HBOS
Wedge Capital Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,500
| Closed | -$347K | – | 642 |
|
|
2015
Q2 | $347K | Sell |
11,500
-2,000
| -15% | -$60.3K | ﹤0.01% | 504 |
|
|
2015
Q1 | $368K | Sell |
13,500
-2,000
| -13% | -$54.5K | ﹤0.01% | 483 |
|
|
2014
Q4 | $401K | Sell |
15,500
-400
| -3% | -$10.3K | ﹤0.01% | 471 |
|
|
2014
Q3 | $321K | Sell |
15,900
-600
| -4% | -$12.1K | ﹤0.01% | 494 |
|
|
2014
Q2 | $327K | Sell |
16,500
-1,100
| -6% | -$21.8K | ﹤0.01% | 503 |
|
|
2014
Q1 | $346K | Hold |
17,600
| – | – | ﹤0.01% | 406 |
|
|
2013
Q4 | $339K | Buy |
17,600
+1,900
| +12% | +$36.6K | ﹤0.01% | 411 |
|
|
2013
Q3 | $273K | Sell |
15,700
-1,800
| -10% | -$31.3K | ﹤0.01% | 431 |
|
|
2013
Q2 | $258K | Buy |
+17,500
| New | +$258K | ﹤0.01% | 435 |
|