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Advocacy Wealth Management Services’s HSBC HSBC Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		– Sell
-151
Closed -$7K – 296
2013
Q2 		$7K Buy
+151
New +$7.07K 0.03% 193

Other funds holding HSBC

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Advocacy Wealth Management Services's HSBC Position: Q3 2013 in Review

Advocacy Wealth Management Services sold out of HSBC (HSBC) in Q3 2013, closing a stake of 151 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in HSBC in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 360 funds tracked by Wall St. Rank hold HSBC as of Q3 2013.

  • Advocacy Wealth Management Services reported no remaining HSBC position as of Q3 2013 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 151 HSBC shares in Q3 2013, an estimated $7K.
  • Advocacy Wealth Management Services first reported a position in HSBC in Q2 2013 and held it in 1 quarter.
  • Advocacy Wealth Management Services's HSBC position peaked at $7K in Q2 2013.
  • 360 funds tracked by Wall St. Rank held HSBC as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.