WCM
HBOS

Wedge Capital Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Wedge Capital 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
2015
Q3 		– Sell
-11,500
Closed -$347K – 642
2015
Q2 		$347K Sell
11,500
-2,000
-15% -$56.1K ﹤0.01% 504
2015
Q1 		$368K Sell
13,500
-2,000
-13% -$50.8K ﹤0.01% 483
2014
Q4 		$401K Sell
15,500
-400
-3% -$8.74K ﹤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% -$20.9K ﹤0.01% 503
2014
Q1 		$346K Hold
17,600
– – ﹤0.01% 406
2013
Q4 		$339K Buy
17,600
+1,900
+12% +$34K ﹤0.01% 411
2013
Q3 		$273K Sell
15,700
-1,800
-10% -$31.9K ﹤0.01% 431
2013
Q2 		$258K Buy
+17,500
New +$252K ﹤0.01% 435

Wedge Capital Management's HBOS Position: Q3 2015 in Review

Wedge Capital Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 11,500 shares — an estimated $347K sold.

Wedge Capital Management first reported a position in HBOS in Q2 2013 and held it in 9 quarters. The position peaked at $401K in Q4 2014. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Wedge Capital Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Wedge Capital Management sold 11,500 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $347K.
  • Wedge Capital Management first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 9 quarters.
  • Wedge Capital Management's HERITAGE FINANCIAL GROUP position peaked at $401K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Wedge Capital Management's 13F filing for Q3 2015, filed 9 Nov 2015.