Barrington Strategic Wealth Management Group’s HSBC HSBC Stock Holding History

Barrington Strategic Wealth Management Group’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	–	Sell	-31,792	Closed	-$1.27M	–	101
2015 Q2	$1.27M	Sell	31,792 -380	-1%	-$15.8K	0.76%	44
2015 Q1	$1.21M	Buy	32,172 +323	+1%	+$12.6K	0.74%	45
2014 Q4	$1.3M	Sell	31,849 -335	-1%	-$14.3K	0.83%	40
2014 Q3	$1.41M	Sell	32,184 -1,178	-4%	-$53.7K	0.91%	34
2014 Q2	$1.46M	Sell	33,362 -683	-2%	-$30.4K	0.93%	37
2014 Q1	$1.49M	Buy	34,045 +1,523	+5%	+$69.1K	0.97%	33
2013 Q4	$1.54M	Buy	32,522 +1,602	+5%	+$75.9K	1.03%	32
2013 Q3	$1.45M	Buy	30,920 +549	+2%	+$26K	1.28%	29
2013 Q2	$1.36M	Buy	+30,371	New	+$1.42M	1.12%	30

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barrington Strategic Wealth Management Group's HSBC Position: Q3 2015 in Review

Barrington Strategic Wealth Management Group sold out of HSBC (HSBC) in Q3 2015, closing a stake of 31,792 shares — an estimated $1.27M sold.

Barrington Strategic Wealth Management Group first reported a position in HSBC in Q2 2013 and held it in 9 quarters. The position peaked at $1.54M in Q4 2013. 338 funds tracked by Wall St. Rank hold HSBC as of Q3 2015.

Barrington Strategic Wealth Management Group reported no remaining HSBC position as of Q3 2015 after selling out during the quarter.
Barrington Strategic Wealth Management Group sold 31,792 HSBC shares in Q3 2015, an estimated $1.27M.
Barrington Strategic Wealth Management Group first reported a position in HSBC in Q2 2013 and held it in 9 quarters.
Barrington Strategic Wealth Management Group's HSBC position peaked at $1.54M in Q4 2013.
338 funds tracked by Wall St. Rank held HSBC as of Q3 2015.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2015, filed 12 Nov 2015.