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Aris Wealth Services’s HSBC HSBC Stock Holding History

Aris Wealth 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
2015
Q3 		$3K Sell
80
-146
-65% -$5.46K 0.01% 304
2015
Q2 		$9K Sell
226
-36
-14% -$1.5K 0.01% 376
2015
Q1 		$10K Buy
+262
New +$10.2K 0.01% 363

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's HSBC Position: Q3 2015 in Review

Aris Wealth Services reduced its HSBC (HSBC) stake by 65% in Q3 2015, selling an estimated $5.46K and leaving 80 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #304.

Aris Wealth Services first reported a position in HSBC in Q1 2015 and has held it in 3 quarters since. The position peaked at $10K in Q1 2015. 338 funds tracked by Wall St. Rank hold HSBC as of Q3 2015.

  • Aris Wealth Services held 80 shares of HSBC worth $3K as of Q3 2015.
  • Aris Wealth Services sold 146 HSBC shares in Q3 2015, an estimated $5.46K.
  • HSBC made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #304 holding.
  • Aris Wealth Services first reported a position in HSBC in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's HSBC position peaked at $10K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held HSBC as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.