Alpha Cubed Investments’s HSBC HSBC Stock Holding History

Alpha Cubed Investments’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	-4,990	Closed	-$219K	–	144
2014 Q3	$219K	Sell	4,990 -3,053	-38%	-$139K	0.1%	134
2014 Q2	$352K	Sell	8,043 -144	-2%	-$6.42K	0.16%	136
2014 Q1	$359K	Sell	8,187 -899	-10%	-$40.8K	0.19%	128
2013 Q4	$432K	Buy	+9,086	New	+$430K	0.15%	160

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

Alpha Cubed Investments's HSBC Position: Q4 2014 in Review

Alpha Cubed Investments sold out of HSBC (HSBC) in Q4 2014, closing a stake of 4,990 shares — an estimated $219K sold.

Alpha Cubed Investments first reported a position in HSBC in Q4 2013 and held it in 4 quarters. The position peaked at $432K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Alpha Cubed Investments reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Alpha Cubed Investments sold 4,990 HSBC shares in Q4 2014, an estimated $219K.
Alpha Cubed Investments first reported a position in HSBC in Q4 2013 and held it in 4 quarters.
Alpha Cubed Investments's HSBC position peaked at $432K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Alpha Cubed Investments's 13F filing for Q4 2014, filed 30 Jan 2015.