SBL
HSEB.CL

Sargent Bickham Lagudis’s HSBC Holdings plc HSEB.CL Stock Holding History

Sargent Bickham Lagudis’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
2018
Q1 		– Sell
-200
Closed -$5K – 828
2017
Q4 		$5K Buy
+200
New +$5.39K ﹤0.01% 695
2017
Q3 		– Sell
-200
Closed -$5K – 848
2017
Q2 		$5K Hold
200
– – ﹤0.01% 659
2017
Q1 		$5K Hold
200
– – ﹤0.01% 664
2016
Q4 		$5K Buy
+200
New +$5.17K ﹤0.01% 630
2016
Q3 		– Sell
-200
Closed -$5K – 798
2016
Q2 		$5K Buy
+200
New +$5.25K ﹤0.01% 617

Other funds holding HSEB.CL

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Sargent Bickham Lagudis's HSEB.CL Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of HSBC Holdings plc (HSEB.CL) in Q1 2018, closing a stake of 200 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in HSEB.CL in Q2 2016 and held it in 5 quarters. The position peaked at $5K in Q4 2017. 8 funds tracked by Wall St. Rank hold HSEB.CL as of Q1 2018.

  • Sargent Bickham Lagudis reported no remaining HSBC Holdings plc position as of Q1 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 200 HSBC Holdings plc shares in Q1 2018, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in HSBC Holdings plc in Q2 2016 and held it in 5 quarters.
  • Sargent Bickham Lagudis's HSBC Holdings plc position peaked at $5K in Q4 2017.
  • 8 funds tracked by Wall St. Rank held HSBC Holdings plc as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.