Ariel Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,310
| Closed | -$399K | – | 188 |
|
|
2016
Q2 | $399K | Sell |
14,310
-50,240
| -78% | -$1.4M | 0.01% | 190 |
|
|
2016
Q1 | $1.79M | Buy |
64,550
+409
| +0.6% | +$11.3K | 0.02% | 174 |
|
|
2015
Q4 | $2.26M | Buy |
64,141
+15,647
| +32% | +$550K | 0.03% | 173 |
|
|
2015
Q3 | $1.64M | Buy |
48,494
+2,763
| +6% | +$93.3K | 0.02% | 177 |
|
|
2015
Q2 | $1.83M | Buy |
45,731
+2,178
| +5% | +$87K | 0.02% | 172 |
|
|
2015
Q1 | $1.64M | Buy |
43,553
+19,159
| +79% | +$719K | 0.02% | 177 |
|
|
2014
Q4 | $993K | Sell |
24,394
-35,130
| -59% | -$1.43M | 0.01% | 186 |
|
|
2014
Q3 | $2.61M | Sell |
59,524
-21,488
| -27% | -$942K | 0.03% | 166 |
|
|
2014
Q2 | $3.55M | Buy |
81,012
+5,629
| +7% | +$246K | 0.04% | 159 |
|
|
2014
Q1 | $3.3M | Buy |
75,383
+32,925
| +78% | +$1.44M | 0.04% | 160 |
|
|
2013
Q4 | $2.02M | Buy |
42,458
+28,838
| +212% | +$1.37M | 0.02% | 162 |
|
|
2013
Q3 | $637K | Buy |
+13,620
| New | +$637K | 0.01% | 160 |
|