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Beacon Capital Management Inc (Ohio)’s HSBC HSBC Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q2 		– Sell
-196
Closed -$5K – 174
2016
Q1 		$5K Sell
196
-113
-37% -$3.34K ﹤0.01% 138
2015
Q4 		$11K Sell
309
-196
-39% -$6.92K ﹤0.01% 119
2015
Q3 		$17K Sell
505
-533
-51% -$19.9K ﹤0.01% 109
2015
Q2 		$41K Sell
1,038
-11
-1% -$458 ﹤0.01% 89
2015
Q1 		$39K Buy
+1,049
New +$40.9K ﹤0.01% 91

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CI
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SCCM
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Royal Bank of Canada
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Bank of America
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s HSBC Position: Q2 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of HSBC (HSBC) in Q2 2016, closing a stake of 196 shares — an estimated $5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in HSBC in Q1 2015 and held it in 5 quarters. The position peaked at $41K in Q2 2015. 310 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

  • Beacon Capital Management Inc (Ohio) reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 196 HSBC shares in Q2 2016, an estimated $5K.
  • Beacon Capital Management Inc (Ohio) first reported a position in HSBC in Q1 2015 and held it in 5 quarters.
  • Beacon Capital Management Inc (Ohio)'s HSBC position peaked at $41K in Q2 2015.
  • 310 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2016, filed 8 Jul 2016.