Douglas C. Lane & Associates’s HSBC HSBC Stock Holding History

Douglas C. Lane & Associates’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
2015 Q1	–	Sell	-5,635	Closed	-$229K	–	246
2014 Q4	$229K	Sell	5,635 -64,675	-92%	-$2.76M	0.01%	212
2014 Q3	$3.08M	Sell	70,310 -25,129	-26%	-$1.14M	0.09%	123
2014 Q2	$4.18M	Sell	95,439 -32,289	-25%	-$1.44M	0.13%	119
2014 Q1	$5.59M	Sell	127,728 -45,542	-26%	-$2.07M	0.18%	106
2013 Q4	$8.23M	Sell	173,270 -140,748	-45%	-$6.66M	0.27%	97
2013 Q3	$14.7M	Sell	314,018 -64,906	-17%	-$3.08M	0.54%	75
2013 Q2	$16.9M	Buy	+378,924	New	+$17.7M	0.66%	64

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Douglas C. Lane & Associates's HSBC Position: Q1 2015 in Review

Douglas C. Lane & Associates sold out of HSBC (HSBC) in Q1 2015, closing a stake of 5,635 shares — an estimated $229K sold.

Douglas C. Lane & Associates first reported a position in HSBC in Q2 2013 and held it in 7 quarters. The position peaked at $16.9M in Q2 2013. 355 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

Douglas C. Lane & Associates reported no remaining HSBC position as of Q1 2015 after selling out during the quarter.
Douglas C. Lane & Associates sold 5,635 HSBC shares in Q1 2015, an estimated $229K.
Douglas C. Lane & Associates first reported a position in HSBC in Q2 2013 and held it in 7 quarters.
Douglas C. Lane & Associates's HSBC position peaked at $16.9M in Q2 2013.
355 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q1 2015, filed 8 Apr 2015.