First Heartland Consultants’s HSBC HSBC Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-4,568	Closed	-$200K	–	260
2014 Q3	$200K	Sell	4,568 -106	-2%	-$4.83K	0.09%	231
2014 Q2	$205K	Buy	+4,674	New	+$208K	0.09%	230

Other funds holding HSBC

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

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

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

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

SCCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

First Heartland Consultants's HSBC Position: Q4 2014 in Review

First Heartland Consultants sold out of HSBC (HSBC) in Q4 2014, closing a stake of 4,568 shares — an estimated $200K sold.

First Heartland Consultants first reported a position in HSBC in Q2 2014 and held it in 2 quarters. The position peaked at $205K in Q2 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

First Heartland Consultants reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
First Heartland Consultants sold 4,568 HSBC shares in Q4 2014, an estimated $200K.
First Heartland Consultants first reported a position in HSBC in Q2 2014 and held it in 2 quarters.
First Heartland Consultants's HSBC position peaked at $205K in Q2 2014.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on First Heartland Consultants's 13F filing for Q4 2014, filed 2 Feb 2015.