CIM
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CIM Investment Management’s HSBC HSBC Stock Holding History

CIM 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
2017
Q3 		– Sell
-8,912
Closed -$378K – 332
2017
Q2 		$378K Sell
8,912
-102
-1% -$3.96K 0.13% 220
2017
Q1 		$332K Hold
9,014
– – 0.11% 243
2016
Q4 		$327K Buy
+9,014
New +$320K 0.12% 240
2014
Q2 		– Sell
-6,941
Closed -$304K – 193
2014
Q1 		$304K Buy
+6,941
New +$315K 0.14% 157

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIM Investment Management's HSBC Position: Q3 2017 in Review

CIM Investment Management sold out of HSBC (HSBC) in Q3 2017, closing a stake of 8,912 shares — an estimated $378K sold.

CIM Investment Management first reported a position in HSBC in Q1 2014 and held it in 4 quarters. The position peaked at $378K in Q2 2017. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

  • CIM Investment Management reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
  • CIM Investment Management sold 8,912 HSBC shares in Q3 2017, an estimated $378K.
  • CIM Investment Management first reported a position in HSBC in Q1 2014 and held it in 4 quarters.
  • CIM Investment Management's HSBC position peaked at $378K in Q2 2017.
  • 387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on CIM Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.