AG
HSEB.CL

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

Aperio Group’s Portfolio HSEB.CL Stock Details HSEB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,661
Closed -$424K – 2002
2013
Q3 		$424K Buy
15,661
+517
+3% +$14K 0.01% 1212
2013
Q2 		$410K Buy
+15,144
New +$426K 0.01% 1121

Other funds holding HSEB.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

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

Aperio Group sold out of HSBC Holdings plc (HSEB.CL) in Q4 2013, closing a stake of 15,661 shares — an estimated $424K sold.

Aperio Group first reported a position in HSEB.CL in Q2 2013 and held it in 2 quarters. The position peaked at $424K in Q3 2013. 10 funds tracked by Wall St. Rank hold HSEB.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 15,661 HSBC Holdings plc shares in Q4 2013, an estimated $424K.
  • 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 $424K in Q3 2013.
  • 10 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.