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Focused Wealth Management’s HSBC HSBC Stock Holding History

Focused 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
Q4 		– Sell
-439
Closed -$19K – 675
2014
Q3 		$19K Buy
+439
New +$20K 0.01% 324

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Focused Wealth Management's HSBC Position: Q4 2014 in Review

Focused Wealth Management sold out of HSBC (HSBC) in Q4 2014, closing a stake of 439 shares — an estimated $19K sold.

Focused Wealth Management first reported a position in HSBC in Q3 2014 and held it in 1 quarter. The position peaked at $19K in Q3 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Focused Wealth Management reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 439 HSBC shares in Q4 2014, an estimated $19K.
  • Focused Wealth Management first reported a position in HSBC in Q3 2014 and held it in 1 quarter.
  • Focused Wealth Management's HSBC position peaked at $19K in Q3 2014.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.