Apriem Advisors’s HSBC Holdings plc HSEA.CL Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-200	Closed	-$5K	–	641
2017 Q1	$5K	Sell	200 -200	-50%	-$5.33K	﹤0.01%	493
2016 Q4	$10K	Hold	400	–	–	﹤0.01%	442
2016 Q3	$11K	Hold	400	–	–	﹤0.01%	403
2016 Q2	$11K	Hold	400	–	–	﹤0.01%	409
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	375
2015 Q4	$11K	Hold	400	–	–	﹤0.01%	370
2015 Q3	$10K	Hold	400	–	–	﹤0.01%	367
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	417
2015 Q1	$10K	Hold	400	–	–	﹤0.01%	413
2014 Q4	$11K	Hold	400	–	–	﹤0.01%	367
2014 Q3	$10K	Buy	+400	New	+$10.5K	﹤0.01%	380
2014 Q2	–	Sell	-400	Closed	-$10K	–	533
2014 Q1	$10K	Hold	400	–	–	﹤0.01%	361
2013 Q4	$10K	Hold	400	–	–	﹤0.01%	363
2013 Q3	$10K	Hold	400	–	–	﹤0.01%	355
2013 Q2	$10K	Buy	+400	New	+$10.3K	﹤0.01%	332

Other funds holding HSEA.CL

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PSC

Prentiss Smith & Co Brattleboro, Vermont $172M AUM 21.18% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Apriem Advisors's HSEA.CL Position: Q2 2017 in Review

Apriem Advisors sold out of HSBC Holdings plc (HSEA.CL) in Q2 2017, closing a stake of 200 shares — an estimated $5K sold.

Apriem Advisors first reported a position in HSEA.CL in Q2 2013 and held it in 15 quarters. The position peaked at $11K in Q3 2016. 10 funds tracked by Wall St. Rank hold HSEA.CL as of Q2 2017.

Apriem Advisors reported no remaining HSBC Holdings plc position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 200 HSBC Holdings plc shares in Q2 2017, an estimated $5K.
Apriem Advisors first reported a position in HSBC Holdings plc in Q2 2013 and held it in 15 quarters.
Apriem Advisors's HSBC Holdings plc position peaked at $11K in Q3 2016.
10 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.