First National Trust’s HSBC HSBC Stock Holding History

First National Trust’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 Q3	–	Sell	-6,021	Closed	-$263K	–	249
2014 Q2	$263K	Buy	+6,021	New	+$268K	0.05%	221

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

MAA

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

First National Trust's HSBC Position: Q3 2014 in Review

First National Trust sold out of HSBC (HSBC) in Q3 2014, closing a stake of 6,021 shares — an estimated $263K sold.

First National Trust first reported a position in HSBC in Q2 2014 and held it in 1 quarter. The position peaked at $263K in Q2 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

First National Trust reported no remaining HSBC position as of Q3 2014 after selling out during the quarter.
First National Trust sold 6,021 HSBC shares in Q3 2014, an estimated $263K.
First National Trust first reported a position in HSBC in Q2 2014 and held it in 1 quarter.
First National Trust's HSBC position peaked at $263K in Q2 2014.
375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on First National Trust's 13F filing for Q3 2014, filed 6 Nov 2014.