abrdn Investment Management’s HSBC HSBC Stock Holding History

abrdn Investment Management’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 Q4	–	Sell	-4,700	Closed	-$206K	–	529
2014 Q3	$206K	Sell	4,700 -21,355	-82%	-$973K	﹤0.01%	586
2014 Q2	$1.14M	Buy	+26,055	New	+$1.16M	0.01%	280
2014 Q1	–	Sell	-301,994	Closed	-$14.3M	–	492
2013 Q4	$14.3M	Buy	301,994 +269,266	+823%	+$12.7M	0.08%	141
2013 Q3	$1.53M	Buy	+32,728	New	+$1.55M	0.01%	217

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $246M AUM 10.45% 1-Year Est. Return

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

SCCM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

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

abrdn Investment Management's HSBC Position: Q4 2014 in Review

abrdn Investment Management sold out of HSBC (HSBC) in Q4 2014, closing a stake of 4,700 shares — an estimated $206K sold.

abrdn Investment Management first reported a position in HSBC in Q3 2013 and held it in 4 quarters. The position peaked at $14.3M in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

abrdn Investment Management reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
abrdn Investment Management sold 4,700 HSBC shares in Q4 2014, an estimated $206K.
abrdn Investment Management first reported a position in HSBC in Q3 2013 and held it in 4 quarters.
abrdn Investment Management's HSBC position peaked at $14.3M in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on abrdn Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.