Baird’s HSBC HSBC Stock Holding History

Baird’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 Q1	$828K	Buy	22,045 +8,527	+63%	+$332K	0.01%	805
2014 Q4	$550K	Sell	13,518 -20,608	-60%	-$879K	0.01%	905
2014 Q3	$1.5M	Buy	34,126 +1,390	+4%	+$63.3K	0.02%	535
2014 Q2	$1.43M	Buy	32,736 +12,716	+64%	+$567K	0.02%	573
2014 Q1	$877K	Buy	+20,020	New	+$908K	0.01%	670

Other funds holding HSBC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Baird's HSBC Position: Q1 2015 in Review

Baird increased its HSBC (HSBC) stake by 63% in Q1 2015, buying an estimated $332K and bringing the position to 22,045 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #805.

Baird first reported a position in HSBC in Q1 2014 and has held it in 5 quarters since. The position peaked at $1.5M in Q3 2014. 354 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

Baird held 22,045 shares of HSBC worth $828K as of Q1 2015.
Baird bought 8,527 HSBC shares in Q1 2015, an estimated $332K.
HSBC made up 0.01% of Baird's portfolio in Q1 2015, its #805 holding.
Baird first reported a position in HSBC in Q1 2014 and has held it in 5 quarters since.
Baird's HSBC position peaked at $1.5M in Q3 2014.
354 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.