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Ariel Investments’s HSBC HSBC Stock Holding History

Ariel 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
2016
Q3 		– Sell
-14,310
Closed -$399K – 188
2016
Q2 		$399K Sell
14,310
-50,240
-78% -$1.42M 0.01% 190
2016
Q1 		$1.79M Buy
64,550
+409
+0.6% +$12.1K 0.02% 174
2015
Q4 		$2.26M Buy
64,141
+15,647
+32% +$552K 0.03% 173
2015
Q3 		$1.64M Buy
48,494
+2,763
+6% +$103K 0.02% 177
2015
Q2 		$1.83M Buy
45,731
+2,178
+5% +$90.7K 0.02% 172
2015
Q1 		$1.64M Buy
43,553
+19,159
+79% +$747K 0.02% 177
2014
Q4 		$993K Sell
24,394
-35,130
-59% -$1.5M 0.01% 186
2014
Q3 		$2.61M Sell
59,524
-21,488
-27% -$979K 0.03% 166
2014
Q2 		$3.55M Buy
81,012
+5,629
+7% +$251K 0.04% 159
2014
Q1 		$3.3M Buy
75,383
+32,925
+78% +$1.49M 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 +$646K 0.01% 160

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Ariel Investments's HSBC Position: Q3 2016 in Review

Ariel Investments sold out of HSBC (HSBC) in Q3 2016, closing a stake of 14,310 shares — an estimated $399K sold.

Ariel Investments first reported a position in HSBC in Q3 2013 and held it in 12 quarters. The position peaked at $3.55M in Q2 2014. 304 funds tracked by Wall St. Rank hold HSBC as of Q3 2016.

  • Ariel Investments reported no remaining HSBC position as of Q3 2016 after selling out during the quarter.
  • Ariel Investments sold 14,310 HSBC shares in Q3 2016, an estimated $399K.
  • Ariel Investments first reported a position in HSBC in Q3 2013 and held it in 12 quarters.
  • Ariel Investments's HSBC position peaked at $3.55M in Q2 2014.
  • 304 funds tracked by Wall St. Rank held HSBC as of Q3 2016.

Based on Ariel Investments's 13F filing for Q3 2016, filed 14 Nov 2016.