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A.D. Beadell Investment Counsel’s HSBC HSBC Stock Holding History

A.D. Beadell 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
2015
Q4 		– Sell
-8,868
Closed -$299K – 99
2015
Q3 		$299K Hold
8,868
– – 0.27% 87
2015
Q2 		$354K Sell
8,868
-93
-1% -$3.87K 0.28% 86
2015
Q1 		$336K Buy
8,961
+1,648
+23% +$64.2K 0.26% 94
2014
Q4 		$297K Buy
+7,313
New +$312K 0.23% 94

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

A.D. Beadell Investment Counsel's HSBC Position: Q4 2015 in Review

A.D. Beadell Investment Counsel sold out of HSBC (HSBC) in Q4 2015, closing a stake of 8,868 shares — an estimated $299K sold.

A.D. Beadell Investment Counsel first reported a position in HSBC in Q4 2014 and held it in 4 quarters. The position peaked at $354K in Q2 2015. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • A.D. Beadell Investment Counsel reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 8,868 HSBC shares in Q4 2015, an estimated $299K.
  • A.D. Beadell Investment Counsel first reported a position in HSBC in Q4 2014 and held it in 4 quarters.
  • A.D. Beadell Investment Counsel's HSBC position peaked at $354K in Q2 2015.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on A.D. Beadell Investment Counsel's 13F filing for Q4 2015, filed 3 Feb 2016.