1919 Investment Counsel’s HSBC HSBC Stock Holding History

1919 Investment Counsel’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$2.52M	Sell	57,544 -546	-0.9%	-$24.9K	0.05%	256
2014 Q2	$2.54M	Buy	58,090 +7,875	+16%	+$351K	0.05%	259
2014 Q1	$2.2M	Sell	50,215 -261	-0.5%	-$11.8K	0.05%	285
2013 Q4	$2.4M	Buy	50,476 +1,137	+2%	+$53.8K	0.05%	267
2013 Q3	$2.31M	Sell	49,339 -9,842	-17%	-$467K	0.05%	251
2013 Q2	$2.65M	Buy	+59,181	New	+$2.77M	0.06%	231

Other funds holding HSBC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

1919 Investment Counsel's HSBC Position: Q3 2014 in Review

1919 Investment Counsel reduced its HSBC (HSBC) stake by 0.94% in Q3 2014, selling an estimated $24.9K and leaving 57,544 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #256.

1919 Investment Counsel first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.65M in Q2 2013. 376 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

1919 Investment Counsel held 57,544 shares of HSBC worth $2.52M as of Q3 2014.
1919 Investment Counsel sold 546 HSBC shares in Q3 2014, an estimated $24.9K.
HSBC made up 0.05% of 1919 Investment Counsel's portfolio in Q3 2014, its #256 holding.
1919 Investment Counsel first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's HSBC position peaked at $2.65M in Q2 2013.
376 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.