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Conning Inc’s HSBC HSBC Stock Holding History

Conning Inc’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
Q2 		– Sell
-7,472
Closed -$276K – 601
2017
Q1 		$276K Buy
7,472
+1,743
+30% +$65.5K 0.01% 519
2016
Q4 		$208K Buy
+5,729
New +$203K 0.01% 558
2013
Q3 		– Sell
-89,944
Closed -$4.02M – 500
2013
Q2 		$4.02M Buy
+89,944
New +$4.21M 0.33% 73

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Conning Inc's HSBC Position: Q2 2017 in Review

Conning Inc sold out of HSBC (HSBC) in Q2 2017, closing a stake of 7,472 shares — an estimated $276K sold.

Conning Inc first reported a position in HSBC in Q2 2013 and held it in 3 quarters. The position peaked at $4.02M in Q2 2013. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • Conning Inc reported no remaining HSBC position as of Q2 2017 after selling out during the quarter.
  • Conning Inc sold 7,472 HSBC shares in Q2 2017, an estimated $276K.
  • Conning Inc first reported a position in HSBC in Q2 2013 and held it in 3 quarters.
  • Conning Inc's HSBC position peaked at $4.02M in Q2 2013.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Conning Inc's 13F filing for Q2 2017, filed 3 Aug 2017.