Calvert Investment Management’s HSBC HSBC Stock Holding History

Calvert Investment Management’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	–	Sell	-45,359	Closed	-$1.85M	–	616
2014 Q4	$1.85M	Buy	45,359 +1,182	+3%	+$50.4K	0.13%	169
2014 Q3	$1.94M	Buy	44,177 +3,741	+9%	+$170K	0.14%	154
2014 Q2	$1.77M	Buy	40,436 +1,327	+3%	+$59.1K	0.12%	137
2014 Q1	$1.71M	Buy	39,109 +10,653	+37%	+$483K	0.12%	142
2013 Q4	$1.35M	Buy	28,456 +5,353	+23%	+$253K	0.1%	150
2013 Q3	$1.08M	Hold	23,103	–	–	0.13%	150
2013 Q2	$1.03M	Buy	+23,103	New	+$1.08M	0.14%	144

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 $246M AUM 10.45% 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

Calvert Investment Management's HSBC Position: Q1 2015 in Review

Calvert Investment Management sold out of HSBC (HSBC) in Q1 2015, closing a stake of 45,359 shares — an estimated $1.85M sold.

Calvert Investment Management first reported a position in HSBC in Q2 2013 and held it in 7 quarters. The position peaked at $1.94M in Q3 2014. 354 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

Calvert Investment Management reported no remaining HSBC position as of Q1 2015 after selling out during the quarter.
Calvert Investment Management sold 45,359 HSBC shares in Q1 2015, an estimated $1.85M.
Calvert Investment Management first reported a position in HSBC in Q2 2013 and held it in 7 quarters.
Calvert Investment Management's HSBC position peaked at $1.94M in Q3 2014.
354 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Calvert Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.