Beck Mack & Oliver’s HSBC HSBC Stock Holding History

Beck Mack & Oliver’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 Q1	–	Sell	-7,716	Closed	-$271K	–	291
2015 Q4	$271K	Sell	7,716 -2,694	-26%	-$95.1K	0.01%	238
2015 Q3	$351K	Sell	10,410 -5,556	-35%	-$208K	0.01%	239
2015 Q2	$637K	Sell	15,966 -6,096	-28%	-$254K	0.02%	213
2015 Q1	$828K	Sell	22,062 -978	-4%	-$38.1K	0.02%	194
2014 Q4	$938K	Sell	23,040 -5,307	-19%	-$226K	0.02%	179
2014 Q3	$1.24M	Buy	28,347 +522	+2%	+$23.8K	0.03%	161
2014 Q2	$1.22M	Sell	27,825 -522	-2%	-$23.3K	0.03%	161
2014 Q1	$1.24M	Sell	28,347 -1,915	-6%	-$86.9K	0.03%	153
2013 Q4	$1.44M	Sell	30,262 -2,031	-6%	-$96.2K	0.04%	150
2013 Q3	$1.51M	Sell	32,293 -15,232	-32%	-$723K	0.04%	144
2013 Q2	$2.13M	Buy	+47,525	New	+$2.22M	0.06%	111

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

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

Beck Mack & Oliver's HSBC Position: Q1 2016 in Review

Beck Mack & Oliver sold out of HSBC (HSBC) in Q1 2016, closing a stake of 7,716 shares — an estimated $271K sold.

Beck Mack & Oliver first reported a position in HSBC in Q2 2013 and held it in 11 quarters. The position peaked at $2.13M in Q2 2013. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

Beck Mack & Oliver reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
Beck Mack & Oliver sold 7,716 HSBC shares in Q1 2016, an estimated $271K.
Beck Mack & Oliver first reported a position in HSBC in Q2 2013 and held it in 11 quarters.
Beck Mack & Oliver's HSBC position peaked at $2.13M in Q2 2013.
313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Beck Mack & Oliver's 13F filing for Q1 2016, filed 27 Apr 2016.