EFS
HSBC icon

Essex Financial Services’s HSBC HSBC Stock Holding History

Essex Financial Services’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
2013
Q4 		– Sell
-5,260
Closed -$246 – 290
2013
Q3 		$246 Buy
5,260
+37
+0.7% +$1.76K 0.08% 218
2013
Q2 		$234K Buy
+5,223
New +$244K 0.08% 222

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Essex Financial Services's HSBC Position: Q4 2013 in Review

Essex Financial Services sold out of HSBC (HSBC) in Q4 2013, closing a stake of 5,260 shares — an estimated $246 sold.

Essex Financial Services first reported a position in HSBC in Q2 2013 and held it in 2 quarters. The position peaked at $234K in Q2 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q4 2013.

  • Essex Financial Services reported no remaining HSBC position as of Q4 2013 after selling out during the quarter.
  • Essex Financial Services sold 5,260 HSBC shares in Q4 2013, an estimated $246.
  • Essex Financial Services first reported a position in HSBC in Q2 2013 and held it in 2 quarters.
  • Essex Financial Services's HSBC position peaked at $234K in Q2 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q4 2013.

Based on Essex Financial Services's 13F filing for Q4 2013, filed 11 Feb 2014.