Wellington Management Group
HBOS

Wellington Management Group’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Wellington Management Group’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
-12,757
Closed -$330K – 2297
2014
Q4 		$330K Buy
+12,757
New +$279K ﹤0.01% 2067
2014
Q2 		– Sell
-555,766
Closed -$10.9M – 2306
2014
Q1 		$10.9M Hold
555,766
– – ﹤0.01% 1214
2013
Q4 		$10.7M Hold
555,766
– – ﹤0.01% 1224
2013
Q3 		$9.68M Buy
555,766
+25,925
+5% +$460K ﹤0.01% 1224
2013
Q2 		$7.82M Buy
+529,841
New +$7.63M ﹤0.01% 1272

Other funds holding HBOS

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 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 $462M AUM 65.29% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return