Capital International Investors’s HSBC HSBC Stock Holding History

Capital International Investors’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	-863,407	Closed	-$23.9M	–	263
2016 Q1	$23.9M	Hold	863,407	–	–	0.04%	227
2015 Q4	$30.4M	Hold	863,407	–	–	0.05%	226
2015 Q3	$29.1M	Hold	863,407	–	–	0.05%	216
2015 Q2	$34.5M	Sell	863,407 -9,089	-1%	-$379K	0.06%	213
2015 Q1	$32.8M	Sell	872,496 -20,291	-2%	-$791K	0.06%	210
2014 Q4	$36.3M	Hold	892,787	–	–	0.07%	199
2014 Q3	$39.1M	Hold	892,787	–	–	0.1%	173
2014 Q2	$39.1M	Hold	892,787	–	–	0.1%	168
2014 Q1	$39.1M	Hold	892,787	–	–	0.11%	169
2013 Q4	$42.4M	Hold	892,787	–	–	0.13%	156
2013 Q3	$41.7M	Sell	892,787 -892,821	-50%	-$42.4M	0.18%	138
2013 Q2	$79.9M	Buy	+1,785,608	New	+$83.5M	0.36%	99

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 $2.3B AUM 24.77% 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 $292M AUM 75.01% 1-Year Est. Return

Capital International Investors's HSBC Position: Q2 2016 in Review

Capital International Investors sold out of HSBC (HSBC) in Q2 2016, closing a stake of 863,407 shares — an estimated $23.9M sold.

Capital International Investors first reported a position in HSBC in Q2 2013 and held it in 12 quarters. The position peaked at $79.9M in Q2 2013. 311 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

Capital International Investors reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
Capital International Investors sold 863,407 HSBC shares in Q2 2016, an estimated $23.9M.
Capital International Investors first reported a position in HSBC in Q2 2013 and held it in 12 quarters.
Capital International Investors's HSBC position peaked at $79.9M in Q2 2013.
311 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on Capital International Investors's 13F filing for Q2 2016, filed 15 Aug 2016.