Bank Hapoalim BM’s HSBC HSBC Stock Holding History

Bank Hapoalim BM’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 Q2	–	Sell	-6,839	Closed	-$454K	–	181
2015 Q1	$454K	Buy	6,839 +4,440	+185%	+$173K	0.08%	119
2014 Q4	$98K	Hold	2,399	–	–	0.02%	159
2014 Q3	$105K	Hold	2,399	–	–	0.02%	159
2014 Q2	$105K	Hold	2,399	–	–	0.03%	156
2014 Q1	$106K	Buy	+2,399	New	+$109K	0.03%	149

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Bank Hapoalim BM's HSBC Position: Q2 2015 in Review

Bank Hapoalim BM sold out of HSBC (HSBC) in Q2 2015, closing a stake of 6,839 shares — an estimated $454K sold.

Bank Hapoalim BM first reported a position in HSBC in Q1 2014 and held it in 5 quarters. The position peaked at $454K in Q1 2015. 349 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

Bank Hapoalim BM reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
Bank Hapoalim BM sold 6,839 HSBC shares in Q2 2015, an estimated $454K.
Bank Hapoalim BM first reported a position in HSBC in Q1 2014 and held it in 5 quarters.
Bank Hapoalim BM's HSBC position peaked at $454K in Q1 2015.
349 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Bank Hapoalim BM's 13F filing for Q2 2015, filed 3 Aug 2015.