Boston Private Bank & Trust’s HSBC HSBC Stock Holding History

Boston Private Bank & Trust’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 Q1	$221K	Sell	5,886 -6,329	-52%	-$247K	0.01%	381
2014 Q4	$497K	Sell	12,215 -26,281	-68%	-$1.12M	0.02%	301
2014 Q3	$1.69M	Sell	38,496 -14,037	-27%	-$639K	0.08%	193
2014 Q2	$2.3M	Sell	52,533 -101,854	-66%	-$4.54M	0.11%	170
2014 Q1	$6.76M	Sell	154,387 -16,627	-10%	-$755K	0.34%	93
2013 Q4	$8.12M	Sell	171,014 -32,311	-16%	-$1.53M	0.41%	81
2013 Q3	$9.51M	Buy	203,325 +18,871	+10%	+$895K	0.53%	65
2013 Q2	$8.25M	Buy	+184,454	New	+$8.63M	0.48%	66

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 $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Boston Private Bank & Trust's HSBC Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its HSBC (HSBC) stake by 52% in Q1 2015, selling an estimated $247K and leaving 5,886 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #381.

Boston Private Bank & Trust first reported a position in HSBC in Q2 2013 and has held it in 8 quarters since. The position peaked at $9.51M in Q3 2013. 355 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

Boston Private Bank & Trust held 5,886 shares of HSBC worth $221K as of Q1 2015.
Boston Private Bank & Trust sold 6,329 HSBC shares in Q1 2015, an estimated $247K.
HSBC made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #381 holding.
Boston Private Bank & Trust first reported a position in HSBC in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's HSBC position peaked at $9.51M in Q3 2013.
355 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.