AG
HSEA.CL

Aperio Group’s HSBC Holdings plc HSEA.CL Stock Holding History

Aperio Group’s Portfolio HSEA.CL Stock Details HSEA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,005
Closed -$231K – 2001
2013
Q3 		$231K Buy
9,005
+464
+5% +$11.9K ﹤0.01% 1566
2013
Q2 		$217K Buy
+8,541
New +$220K 0.01% 1458

Other funds holding HSEA.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
VCM
Vision Capital Management Portland, Oregon $792M AUM 18.17% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Aperio Group's HSEA.CL Position: Q4 2013 in Review

Aperio Group sold out of HSBC Holdings plc (HSEA.CL) in Q4 2013, closing a stake of 9,005 shares — an estimated $231K sold.

Aperio Group first reported a position in HSEA.CL in Q2 2013 and held it in 2 quarters. The position peaked at $231K in Q3 2013. 15 funds tracked by Wall St. Rank hold HSEA.CL as of Q4 2013.

  • Aperio Group reported no remaining HSBC Holdings plc position as of Q4 2013 after selling out during the quarter.
  • Aperio Group sold 9,005 HSBC Holdings plc shares in Q4 2013, an estimated $231K.
  • Aperio Group first reported a position in HSBC Holdings plc in Q2 2013 and held it in 2 quarters.
  • Aperio Group's HSBC Holdings plc position peaked at $231K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q4 2013.

Based on Aperio Group's 13F filing for Q4 2013, filed 30 Jan 2014.