Wells Fargo
HBOS

Wells Fargo’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

Wells Fargo’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
-464
Closed -$14K – 6810
2015
Q2 		$14K Sell
464
-4,782
-91% -$134K ﹤0.01% 5722
2015
Q1 		$143K Sell
5,246
-6,298
-55% -$160K ﹤0.01% 4587
2014
Q4 		$299K Buy
11,544
+11,543
+1,154,300% +$252K ﹤0.01% 4226
2014
Q3 		$0 Hold
1
– – ﹤0.01% 6540
2014
Q2 		$0 Sell
1
-4,135
-100% -$78.5K ﹤0.01% 6484
2014
Q1 		$81K Buy
4,136
+4,135
+413,500% +$78.4K ﹤0.01% 4750
2013
Q4 		$0 Hold
1
– – ﹤0.01% 6148
2013
Q3 		$0 Hold
1
– – ﹤0.01% 6040
2013
Q2 		$0 Buy
+1
New +$14 ﹤0.01% 5846

Wells Fargo's HBOS Position: Q3 2015 in Review

Wells Fargo sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q3 2015, closing a stake of 464 shares — an estimated $14K sold.

Wells Fargo first reported a position in HBOS in Q2 2013 and held it in 9 quarters. The position peaked at $299K in Q4 2014. 0 funds tracked by Wall St. Rank hold HBOS as of Q3 2015.

  • Wells Fargo reported no remaining HERITAGE FINANCIAL GROUP position as of Q3 2015 after selling out during the quarter.
  • Wells Fargo sold 464 HERITAGE FINANCIAL GROUP shares in Q3 2015, an estimated $14K.
  • Wells Fargo first reported a position in HERITAGE FINANCIAL GROUP in Q2 2013 and held it in 9 quarters.
  • Wells Fargo's HERITAGE FINANCIAL GROUP position peaked at $299K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q3 2015.

Based on Wells Fargo's 13F filing for Q3 2015, filed 13 Nov 2015.