Janney Montgomery Scott
HSEB.CL

Janney Montgomery Scott’s HSBC Holdings plc HSEB.CL Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-7,848
Closed -$206K – 2203
2015
Q1 		$206K Sell
7,848
-100
-1% -$2.65K ﹤0.01% 2071
2014
Q4 		$211K Buy
+7,948
New +$212K ﹤0.01% 1970
2014
Q3 		– Sell
-7,948
Closed -$215K – 2343
2014
Q2 		$215K Buy
+7,948
New +$215K ﹤0.01% 1895

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CIP
Capital Insight Partners Scottsdale, Arizona $473M AUM 14.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott's HSEB.CL Position: Q2 2015 in Review

Janney Montgomery Scott sold out of HSBC Holdings plc (HSEB.CL) in Q2 2015, closing a stake of 7,848 shares — an estimated $206K sold.

Janney Montgomery Scott first reported a position in HSEB.CL in Q2 2014 and held it in 3 quarters. The position peaked at $215K in Q2 2014. 12 funds tracked by Wall St. Rank hold HSEB.CL as of Q2 2015.

  • Janney Montgomery Scott reported no remaining HSBC Holdings plc position as of Q2 2015 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,848 HSBC Holdings plc shares in Q2 2015, an estimated $206K.
  • Janney Montgomery Scott first reported a position in HSBC Holdings plc in Q2 2014 and held it in 3 quarters.
  • Janney Montgomery Scott's HSBC Holdings plc position peaked at $215K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q2 2015.

Based on Janney Montgomery Scott's 13F filing for Q2 2015, filed 4 Aug 2015.