RFA
HSEB.CL

Reilly Financial Advisors’s HSBC Holdings plc HSEB.CL Stock Holding History

Reilly Financial Advisors’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
2014
Q2 		– Sell
-1,000
Closed -$27K – 913
2014
Q1 		$27K Hold
1,000
– – 0.01% 370
2013
Q4 		$27K Hold
1,000
– – 0.01% 345
2013
Q3 		$27K Hold
1,000
– – 0.01% 305
2013
Q2 		$27K Buy
+1,000
New +$28.1K 0.01% 309

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
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Reilly Financial Advisors's HSEB.CL Position: Q2 2014 in Review

Reilly Financial Advisors sold out of HSBC Holdings plc (HSEB.CL) in Q2 2014, closing a stake of 1,000 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in HSEB.CL in Q2 2013 and held it in 4 quarters. The position peaked at $27K in Q1 2014. 13 funds tracked by Wall St. Rank hold HSEB.CL as of Q2 2014.

  • Reilly Financial Advisors reported no remaining HSBC Holdings plc position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 HSBC Holdings plc shares in Q2 2014, an estimated $27K.
  • Reilly Financial Advisors first reported a position in HSBC Holdings plc in Q2 2013 and held it in 4 quarters.
  • Reilly Financial Advisors's HSBC Holdings plc position peaked at $27K in Q1 2014.
  • 13 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.