BHF Kleinwort Benson Group’s HSBC HSBC Stock Holding History

BHF Kleinwort Benson 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
2014 Q4	–	Sell	-7,544	Closed	-$331K	–	487
2014 Q3	$331K	Hold	7,544	–	–	0.01%	346
2014 Q2	$330K	Hold	7,544	–	–	0.01%	355
2014 Q1	$330K	Buy	+7,544	New	+$342K	0.01%	380

Other funds holding HSBC

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

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BHF Kleinwort Benson Group's HSBC Position: Q4 2014 in Review

BHF Kleinwort Benson Group sold out of HSBC (HSBC) in Q4 2014, closing a stake of 7,544 shares — an estimated $331K sold.

BHF Kleinwort Benson Group first reported a position in HSBC in Q1 2014 and held it in 3 quarters. The position peaked at $331K in Q3 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

BHF Kleinwort Benson Group reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
BHF Kleinwort Benson Group sold 7,544 HSBC shares in Q4 2014, an estimated $331K.
BHF Kleinwort Benson Group first reported a position in HSBC in Q1 2014 and held it in 3 quarters.
BHF Kleinwort Benson Group's HSBC position peaked at $331K in Q3 2014.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2014, filed 17 Feb 2015.