Capital Research Global Investors
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Capital Research Global Investors’s HSBC HSBC Stock Holding History

Capital Research Global 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
2018
Q4 		– Sell
-2,304,105
Closed -$96.6M – 426
2018
Q3 		$96.6M Sell
2,304,105
-25,000
-1% -$1.08M 0.03% 290
2018
Q2 		$103M Sell
2,329,105
-20,748
-0.9% -$951K 0.03% 291
2018
Q1 		$104M Sell
2,349,853
-40,104
-2% -$1.91M 0.03% 289
2017
Q4 		$113M Buy
2,389,957
+84
+0% +$3.8K 0.03% 273
2017
Q3 		$108M Hold
2,389,873
– – 0.03% 277
2017
Q2 		$101M Sell
2,389,873
-27,470
-1% -$1.07M 0.03% 280
2017
Q1 		$89.1M Buy
2,417,343
+948
+0% +$35.6K 0.03% 295
2016
Q4 		$87.7M Buy
2,416,395
+31,190
+1% +$1.11M 0.03% 293
2016
Q3 		$81M Sell
2,385,205
-33,101
-1% -$1.04M 0.03% 289
2016
Q2 		$67.5M Buy
2,418,306
+7,265
+0.3% +$205K 0.02% 300
2016
Q1 		$66.9M Hold
2,411,041
– – 0.02% 312
2015
Q4 		$84.8M Hold
2,411,041
– – 0.03% 291
2015
Q3 		$81.4M Hold
2,411,041
– – 0.03% 308
2015
Q2 		$96.3M Sell
2,411,041
-1,953,497
-45% -$81.4M 0.03% 300
2015
Q1 		$164M Sell
4,364,538
-101,501
-2% -$3.96M 0.06% 258
2014
Q4 		$182M Hold
4,466,039
– – 0.06% 246
2014
Q3 		$196M Hold
4,466,039
– – 0.07% 241
2014
Q2 		$195M Hold
4,466,039
– – 0.07% 234
2014
Q1 		$196M Buy
4,466,039
+232,112
+5% +$10.5M 0.07% 223
2013
Q4 		$201M Buy
4,233,927
+348,169
+9% +$16.5M 0.07% 210
2013
Q3 		$182M Hold
3,885,758
– – 0.07% 227
2013
Q2 		$174M Buy
+3,885,758
New +$182M 0.07% 222

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Capital Research Global Investors's HSBC Position: Q4 2018 in Review

Capital Research Global Investors sold out of HSBC (HSBC) in Q4 2018, closing a stake of 2,304,105 shares — an estimated $96.6M sold.

Capital Research Global Investors first reported a position in HSBC in Q2 2013 and held it in 22 quarters. The position peaked at $201M in Q4 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Capital Research Global Investors reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Capital Research Global Investors sold 2,304,105 HSBC shares in Q4 2018, an estimated $96.6M.
  • Capital Research Global Investors first reported a position in HSBC in Q2 2013 and held it in 22 quarters.
  • Capital Research Global Investors's HSBC position peaked at $201M in Q4 2013.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Capital Research Global Investors's 13F filing for Q4 2018, filed 14 Feb 2019.