KLI
HSEA.CL

Kelman-Lazarov Inc’s HSBC Holdings plc HSEA.CL Stock Holding History

Kelman-Lazarov Inc’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
2016
Q2 		– Sell
-2,713
Closed -$72K – 394
2016
Q1 		$72K Buy
+2,713
New +$72.1K 0.04% 165

Other funds holding HSEA.CL

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Kelman-Lazarov Inc's HSEA.CL Position: Q2 2016 in Review

Kelman-Lazarov Inc sold out of HSBC Holdings plc (HSEA.CL) in Q2 2016, closing a stake of 2,713 shares — an estimated $72K sold.

Kelman-Lazarov Inc first reported a position in HSEA.CL in Q1 2016 and held it in 1 quarter. The position peaked at $72K in Q1 2016. 12 funds tracked by Wall St. Rank hold HSEA.CL as of Q2 2016.

  • Kelman-Lazarov Inc reported no remaining HSBC Holdings plc position as of Q2 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,713 HSBC Holdings plc shares in Q2 2016, an estimated $72K.
  • Kelman-Lazarov Inc first reported a position in HSBC Holdings plc in Q1 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's HSBC Holdings plc position peaked at $72K in Q1 2016.
  • 12 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q2 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2016, filed 14 Jul 2016.