PIA
HSEA.CL

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

Peachtree 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
2015
Q3 		– Sell
-1,000
Closed -$26K – 279
2015
Q2 		$26K Hold
1,000
– – 0.02% 219
2015
Q1 		$26K Hold
1,000
– – 0.02% 231
2014
Q4 		$26K Hold
1,000
– – 0.02% 243
2014
Q3 		$26K Buy
+1,000
New +$26.2K 0.02% 243

Other funds holding HSEA.CL

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 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
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
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Peachtree Investment Advisors's HSEA.CL Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of HSBC Holdings plc (HSEA.CL) in Q3 2015, closing a stake of 1,000 shares — an estimated $26K sold.

Peachtree Investment Advisors first reported a position in HSEA.CL in Q3 2014 and held it in 4 quarters. The position peaked at $26K in Q2 2015. 13 funds tracked by Wall St. Rank hold HSEA.CL as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining HSBC Holdings plc position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,000 HSBC Holdings plc shares in Q3 2015, an estimated $26K.
  • Peachtree Investment Advisors first reported a position in HSBC Holdings plc in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's HSBC Holdings plc position peaked at $26K in Q2 2015.
  • 13 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.