KIA
HSEA.CL

KCM Investment Advisors’s HSBC Holdings plc HSEA.CL Stock Holding History

KCM Investment Advisors’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
-32,100
Closed -$826K – 463
2013
Q4 		$826K Sell
32,100
-200
-0.6% -$5.16K 0.09% 230
2013
Q3 		$829K Hold
32,300
– – 0.1% 229
2013
Q2 		$819K Buy
+32,300
New +$831K 0.1% 219

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

KCM Investment Advisors's HSEA.CL Position: Q1 2014 in Review

KCM Investment Advisors sold out of HSBC Holdings plc (HSEA.CL) in Q1 2014, closing a stake of 32,100 shares — an estimated $826K sold.

KCM Investment Advisors first reported a position in HSEA.CL in Q2 2013 and held it in 3 quarters. The position peaked at $829K in Q3 2013. 12 funds tracked by Wall St. Rank hold HSEA.CL as of Q1 2014.

  • KCM Investment Advisors reported no remaining HSBC Holdings plc position as of Q1 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 32,100 HSBC Holdings plc shares in Q1 2014, an estimated $826K.
  • KCM Investment Advisors first reported a position in HSBC Holdings plc in Q2 2013 and held it in 3 quarters.
  • KCM Investment Advisors's HSBC Holdings plc position peaked at $829K in Q3 2013.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q1 2014.

Based on KCM Investment Advisors's 13F filing for Q1 2014, filed 20 May 2014.