Financial Management Professionals’s HSBC Holdings plc HSEA.CL Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-1,000	Closed	-$27K	–	282
2017 Q2	$27K	Buy	+1,000	New	+$27.3K	0.01%	108
2017 Q1	–	Sell	-1,000	Closed	-$25K	–	329
2016 Q4	$25K	Hold	1,000	–	–	0.01%	112
2016 Q3	$27K	Hold	1,000	–	–	0.01%	122
2016 Q2	$27K	Hold	1,000	–	–	0.01%	121
2016 Q1	$27K	Hold	1,000	–	–	0.01%	97
2015 Q4	$26K	Hold	1,000	–	–	0.01%	103
2015 Q3	$26K	Hold	1,000	–	–	0.02%	114
2015 Q2	$26K	Hold	1,000	–	–	0.01%	115
2015 Q1	$26K	Hold	1,000	–	–	0.01%	116
2014 Q4	$26K	Hold	1,000	–	–	0.01%	133
2014 Q3	$26K	Hold	1,000	–	–	0.02%	121
2014 Q2	$26K	Hold	1,000	–	–	0.02%	119
2014 Q1	$26K	Hold	1,000	–	–	0.02%	117
2013 Q4	$26K	Hold	1,000	–	–	0.02%	120
2013 Q3	$26K	Hold	1,000	–	–	0.02%	122
2013 Q2	$25K	Buy	+1,000	New	+$25.7K	0.02%	118

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

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BRC

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

SHJ

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

Financial Management Professionals's HSEA.CL Position: Q3 2017 in Review

Financial Management Professionals sold out of HSBC Holdings plc (HSEA.CL) in Q3 2017, closing a stake of 1,000 shares — an estimated $27K sold.

Financial Management Professionals first reported a position in HSEA.CL in Q2 2013 and held it in 16 quarters. The position peaked at $27K in Q2 2017. 9 funds tracked by Wall St. Rank hold HSEA.CL as of Q3 2017.

Financial Management Professionals reported no remaining HSBC Holdings plc position as of Q3 2017 after selling out during the quarter.
Financial Management Professionals sold 1,000 HSBC Holdings plc shares in Q3 2017, an estimated $27K.
Financial Management Professionals first reported a position in HSBC Holdings plc in Q2 2013 and held it in 16 quarters.
Financial Management Professionals's HSBC Holdings plc position peaked at $27K in Q2 2017.
9 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q3 2017.

Based on Financial Management Professionals's 13F filing for Q3 2017, filed 19 Oct 2017.