CIP
HSEB.CL

Capital Insight Partners’s HSBC Holdings plc HSEB.CL Stock Holding History

Capital Insight Partners’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
2015
Q3 		– Sell
-7,850
Closed -$203K – 60
2015
Q2 		$203K Buy
+7,850
New +$205K 0.17% 54

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
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PCMK
Paragon Capital Management (Kansas) Overland Park, Kansas $202M AUM 26.44% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Insight Partners's HSEB.CL Position: Q3 2015 in Review

Capital Insight Partners sold out of HSBC Holdings plc (HSEB.CL) in Q3 2015, closing a stake of 7,850 shares — an estimated $203K sold.

Capital Insight Partners first reported a position in HSEB.CL in Q2 2015 and held it in 1 quarter. The position peaked at $203K in Q2 2015. 12 funds tracked by Wall St. Rank hold HSEB.CL as of Q3 2015.

  • Capital Insight Partners reported no remaining HSBC Holdings plc position as of Q3 2015 after selling out during the quarter.
  • Capital Insight Partners sold 7,850 HSBC Holdings plc shares in Q3 2015, an estimated $203K.
  • Capital Insight Partners first reported a position in HSBC Holdings plc in Q2 2015 and held it in 1 quarter.
  • Capital Insight Partners's HSBC Holdings plc position peaked at $203K in Q2 2015.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q3 2015.

Based on Capital Insight Partners's 13F filing for Q3 2015, filed 3 Feb 2016.