ITIM
HSEA.CL

Indiana Trust & Investment Management’s HSBC Holdings plc HSEA.CL Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-200
Closed -$5K – 260
2013
Q4 		$5K Hold
200
– – ﹤0.01% 272
2013
Q3 		$5K Buy
+200
New +$5.14K ﹤0.01% 280

Other funds holding HSEA.CL

MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
VCM
Vision Capital Management Portland, Oregon $792M AUM 18.17% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Indiana Trust & Investment Management's HSEA.CL Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of HSBC Holdings plc (HSEA.CL) in Q1 2014, closing a stake of 200 shares — an estimated $5K sold.

Indiana Trust & Investment Management first reported a position in HSEA.CL in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 12 funds tracked by Wall St. Rank hold HSEA.CL as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining HSBC Holdings plc position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 200 HSBC Holdings plc shares in Q1 2014, an estimated $5K.
  • Indiana Trust & Investment Management first reported a position in HSBC Holdings plc in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's HSBC Holdings plc position peaked at $5K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.