AWM
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Arbor Wealth Management’s HSBC HSBC Stock Holding History

Arbor Wealth 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
2016
Q1 		– Sell
-3,722
Closed -$104K – 93
2015
Q4 		$104K Buy
+3,722
New +$131K 0.11% 87

Other funds holding HSBC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Arbor Wealth Management's HSBC Position: Q1 2016 in Review

Arbor Wealth Management sold out of HSBC (HSBC) in Q1 2016, closing a stake of 3,722 shares — an estimated $104K sold.

Arbor Wealth Management first reported a position in HSBC in Q4 2015 and held it in 1 quarter. The position peaked at $104K in Q4 2015. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Arbor Wealth Management reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 3,722 HSBC shares in Q1 2016, an estimated $104K.
  • Arbor Wealth Management first reported a position in HSBC in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's HSBC position peaked at $104K in Q4 2015.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.