Forester Capital Management’s HSBC HSBC Stock Holding History

Forester Capital 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
2017 Q2	$148K	Sell	3,480 -40	-1%	-$1.55K	0.21%	40
2017 Q1	$130K	Hold	3,520	–	–	0.16%	47
2016 Q4	$128K	Hold	3,520	–	–	0.13%	50
2016 Q3	$120K	Sell	3,520 -49	-1%	-$1.54K	0.11%	54
2016 Q2	$100K	Hold	3,569	–	–	0.09%	50
2016 Q1	$135K	Hold	3,569	–	–	0.13%	52
2015 Q4	$126K	Hold	3,569	–	–	0.11%	48
2015 Q3	$120K	Buy	+3,569	New	+$133K	0.11%	49
2015 Q2	–	Sell	-3,607	Closed	-$135K	–	59
2015 Q1	$135K	Sell	3,607 -84	-2%	-$3.27K	0.11%	48
2014 Q4	$150K	Hold	3,691	–	–	0.11%	48
2014 Q3	$162K	Hold	3,691	–	–	0.13%	45
2014 Q2	$162K	Hold	3,691	–	–	0.13%	46
2014 Q1	$162K	Sell	3,691 -249	-6%	-$11.3K	0.13%	44
2013 Q4	$187K	Hold	3,940	–	–	0.15%	43
2013 Q3	$184K	Sell	3,940 -1,091	-22%	-$51.8K	0.15%	45
2013 Q2	$225K	Buy	+5,031	New	+$235K	0.18%	44

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Forester Capital Management's HSBC Position: Q2 2017 in Review

Forester Capital Management reduced its HSBC (HSBC) stake by 1.1% in Q2 2017, selling an estimated $1.55K and leaving 3,480 shares worth $148K. The position accounts for 0.21% of the portfolio, ranked #40.

Forester Capital Management first reported a position in HSBC in Q2 2013 and has held it in 16 quarters since. The position peaked at $225K in Q2 2013. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

Forester Capital Management held 3,480 shares of HSBC worth $148K as of Q2 2017.
Forester Capital Management sold 40 HSBC shares in Q2 2017, an estimated $1.55K.
HSBC made up 0.21% of Forester Capital Management's portfolio in Q2 2017, its #40 holding.
Forester Capital Management first reported a position in HSBC in Q2 2013 and has held it in 16 quarters since.
Forester Capital Management's HSBC position peaked at $225K in Q2 2013.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.