ZIM
HBOS

ZPR Investment Management’s HERITAGE FINANCIAL GROUP HBOS Stock Holding History

ZPR Investment 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
2013
Q4 		– Sell
-82,144
Closed -$1.43M – 60
2013
Q3 		$1.43M Buy
+82,144
New +$1.46M 1.8% 17

Other funds holding HBOS

JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ZPR Investment Management's HBOS Position: Q4 2013 in Review

ZPR Investment Management sold out of HERITAGE FINANCIAL GROUP (HBOS) in Q4 2013, closing a stake of 82,144 shares — an estimated $1.43M sold.

ZPR Investment Management first reported a position in HBOS in Q3 2013 and held it in 1 quarter. The position peaked at $1.43M in Q3 2013. 58 funds tracked by Wall St. Rank hold HBOS as of Q4 2013.

  • ZPR Investment Management reported no remaining HERITAGE FINANCIAL GROUP position as of Q4 2013 after selling out during the quarter.
  • ZPR Investment Management sold 82,144 HERITAGE FINANCIAL GROUP shares in Q4 2013, an estimated $1.43M.
  • ZPR Investment Management first reported a position in HERITAGE FINANCIAL GROUP in Q3 2013 and held it in 1 quarter.
  • ZPR Investment Management's HERITAGE FINANCIAL GROUP position peaked at $1.43M in Q3 2013.
  • 58 funds tracked by Wall St. Rank held HERITAGE FINANCIAL GROUP as of Q4 2013.

Based on ZPR Investment Management's 13F filing for Q4 2013, filed 10 Feb 2014.