MWP
HSEB.CL

MYCIO Wealth Partners’s HSBC Holdings plc HSEB.CL Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-1,182
Closed -$30K – 920
2015
Q3 		$30K Buy
+1,182
New +$30.5K 0.01% 370

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
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

MYCIO Wealth Partners's HSEB.CL Position: Q4 2015 in Review

MYCIO Wealth Partners sold out of HSBC Holdings plc (HSEB.CL) in Q4 2015, closing a stake of 1,182 shares — an estimated $30K sold.

MYCIO Wealth Partners first reported a position in HSEB.CL in Q3 2015 and held it in 1 quarter. The position peaked at $30K in Q3 2015. 11 funds tracked by Wall St. Rank hold HSEB.CL as of Q4 2015.

  • MYCIO Wealth Partners reported no remaining HSBC Holdings plc position as of Q4 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,182 HSBC Holdings plc shares in Q4 2015, an estimated $30K.
  • MYCIO Wealth Partners first reported a position in HSBC Holdings plc in Q3 2015 and held it in 1 quarter.
  • MYCIO Wealth Partners's HSBC Holdings plc position peaked at $30K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q4 2015.

Based on MYCIO Wealth Partners's 13F filing for Q4 2015, filed 5 Feb 2016.