EWM
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Elite Wealth Management’s HSBC HSBC Stock Holding History

Elite Wealth 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
2014
Q1 		– Sell
-125
Closed -$6K – 482
2013
Q4 		$6K Sell
125
-1,134
-90% -$53.7K ﹤0.01% 425
2013
Q3 		$59K Sell
1,259
-3,250
-72% -$154K 0.05% 157
2013
Q2 		$202K Buy
+4,509
New +$211K 0.3% 44

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Elite Wealth Management's HSBC Position: Q1 2014 in Review

Elite Wealth Management sold out of HSBC (HSBC) in Q1 2014, closing a stake of 125 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in HSBC in Q2 2013 and held it in 3 quarters. The position peaked at $202K in Q2 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q1 2014.

  • Elite Wealth Management reported no remaining HSBC position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 125 HSBC shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in HSBC in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's HSBC position peaked at $202K in Q2 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.