BCM
HSEA.CL

Brookstone Capital Management’s HSBC Holdings plc HSEA.CL Stock Holding History

Brookstone Capital Management’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
2015
Q4 		– Sell
-800
Closed -$21K – 1038
2015
Q3 		$21K Buy
800
+200
+33% +$5.26K ﹤0.01% 766
2015
Q2 		$16K Buy
+600
New +$15.8K ﹤0.01% 975

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
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
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Brookstone Capital Management's HSEA.CL Position: Q4 2015 in Review

Brookstone Capital Management sold out of HSBC Holdings plc (HSEA.CL) in Q4 2015, closing a stake of 800 shares — an estimated $21K sold.

Brookstone Capital Management first reported a position in HSEA.CL in Q2 2015 and held it in 2 quarters. The position peaked at $21K in Q3 2015. 12 funds tracked by Wall St. Rank hold HSEA.CL as of Q4 2015.

  • Brookstone Capital Management reported no remaining HSBC Holdings plc position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 800 HSBC Holdings plc shares in Q4 2015, an estimated $21K.
  • Brookstone Capital Management first reported a position in HSBC Holdings plc in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's HSBC Holdings plc position peaked at $21K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.