CapWealth Advisors’s HSBC HSBC Stock Holding History

CapWealth Advisors’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
2013 Q3	–	Sell	-58	Closed	-$3K	–	448
2013 Q2	$3K	Buy	+58	New	+$2.71K	﹤0.01%	377

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCCM

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

CapWealth Advisors's HSBC Position: Q3 2013 in Review

CapWealth Advisors sold out of HSBC (HSBC) in Q3 2013, closing a stake of 58 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in HSBC in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 360 funds tracked by Wall St. Rank hold HSBC as of Q3 2013.

CapWealth Advisors reported no remaining HSBC position as of Q3 2013 after selling out during the quarter.
CapWealth Advisors sold 58 HSBC shares in Q3 2013, an estimated $3K.
CapWealth Advisors first reported a position in HSBC in Q2 2013 and held it in 1 quarter.
CapWealth Advisors's HSBC position peaked at $3K in Q2 2013.
360 funds tracked by Wall St. Rank held HSBC as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.