EWM
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Evercore Wealth Management’s HSBC HSBC Stock Holding History

Evercore 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
2015
Q4 		– Sell
-312
Closed -$11K – 1037
2015
Q3 		$11K Sell
312
-2,397
-88% -$89.6K ﹤0.01% 824
2015
Q2 		$108K Buy
2,709
+1,776
+190% +$74K ﹤0.01% 506
2015
Q1 		$35K Sell
933
-3,736
-80% -$146K ﹤0.01% 675
2014
Q4 		$190K Sell
4,669
-839
-15% -$35.8K 0.01% 369
2014
Q3 		$242K Buy
5,508
+4,152
+306% +$189K 0.01% 363
2014
Q2 		$59K Sell
1,356
-989
-42% -$44.1K ﹤0.01% 588
2014
Q1 		$102K Sell
2,345
-6,868
-75% -$312K 0.01% 485
2013
Q4 		$437K Buy
9,213
+6,914
+301% +$327K 0.02% 276
2013
Q3 		$108K Buy
2,299
+341
+17% +$16.2K 0.01% 476
2013
Q2 		$87K Buy
+1,958
New +$91.6K ﹤0.01% 505

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Evercore Wealth Management's HSBC Position: Q4 2015 in Review

Evercore Wealth Management sold out of HSBC (HSBC) in Q4 2015, closing a stake of 312 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in HSBC in Q2 2013 and held it in 10 quarters. The position peaked at $437K in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • Evercore Wealth Management reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 312 HSBC shares in Q4 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in HSBC in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's HSBC position peaked at $437K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.