Edge Asset Management’s HSBC HSBC Stock Holding History

Edge Asset 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
2015 Q2	–	Sell	-9,414	Closed	-$353K	–	291
2015 Q1	$353K	Sell	9,414 -219	-2%	-$8.54K	﹤0.01%	284
2014 Q4	$392K	Sell	9,633 -2,437	-20%	-$104K	﹤0.01%	286
2014 Q3	$529K	Hold	12,070	–	–	0.01%	278
2014 Q2	$528K	Sell	12,070 -464	-4%	-$20.7K	0.01%	276
2014 Q1	$549K	Hold	12,534	–	–	0.01%	278
2013 Q4	$595K	Sell	12,534 -8,124	-39%	-$385K	0.01%	275
2013 Q3	$949K	Buy	20,658 +12,534	+154%	+$595K	0.01%	294
2013 Q2	$363K	Buy	+8,124	New	+$380K	﹤0.01%	296

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 $246M AUM 10.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MAA

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

Edge Asset Management's HSBC Position: Q2 2015 in Review

Edge Asset Management sold out of HSBC (HSBC) in Q2 2015, closing a stake of 9,414 shares — an estimated $353K sold.

Edge Asset Management first reported a position in HSBC in Q2 2013 and held it in 8 quarters. The position peaked at $949K in Q3 2013. 349 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

Edge Asset Management reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
Edge Asset Management sold 9,414 HSBC shares in Q2 2015, an estimated $353K.
Edge Asset Management first reported a position in HSBC in Q2 2013 and held it in 8 quarters.
Edge Asset Management's HSBC position peaked at $949K in Q3 2013.
349 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Edge Asset Management's 13F filing for Q2 2015, filed 10 Aug 2015.