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Dana Investment Advisors’s HSBC HSBC Stock Holding History

Dana Investment 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
2016
Q1 		– Sell
-324
Closed -$289 – 283
2015
Q4 		$289 Sell
324
-8,336
-96% -$294K 0.01% 254
2015
Q3 		$292K Sell
8,660
-255
-3% -$9.53K 0.01% 249
2015
Q2 		$356K Sell
8,915
-26
-0.3% -$1.08K 0.02% 232
2015
Q1 		$336K Buy
8,941
+484
+6% +$18.9K 0.02% 233
2014
Q4 		$344K Buy
8,457
+238
+3% +$10.1K 0.01% 245
2014
Q3 		$360K Buy
+8,219
New +$374K 0.02% 237

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Dana Investment Advisors's HSBC Position: Q1 2016 in Review

Dana Investment Advisors sold out of HSBC (HSBC) in Q1 2016, closing a stake of 324 shares — an estimated $289 sold.

Dana Investment Advisors first reported a position in HSBC in Q3 2014 and held it in 6 quarters. The position peaked at $360K in Q3 2014. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Dana Investment Advisors reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 324 HSBC shares in Q1 2016, an estimated $289.
  • Dana Investment Advisors first reported a position in HSBC in Q3 2014 and held it in 6 quarters.
  • Dana Investment Advisors's HSBC position peaked at $360K in Q3 2014.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Dana Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.