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Formidable Asset Management’s HSBC HSBC Stock Holding History

Formidable Asset 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
Q3 		– Sell
-187
Closed -$8K – 489
2014
Q2 		$8K Buy
+187
New +$8.33K ﹤0.01% 380
2014
Q1 		– Sell
-187
Closed -$8K – 476
2013
Q4 		$8K Buy
+187
New +$8.85K 0.01% 365

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
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
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
JP Morgan Chase
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

Formidable Asset Management's HSBC Position: Q3 2014 in Review

Formidable Asset Management sold out of HSBC (HSBC) in Q3 2014, closing a stake of 187 shares — an estimated $8K sold.

Formidable Asset Management first reported a position in HSBC in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

  • Formidable Asset Management reported no remaining HSBC position as of Q3 2014 after selling out during the quarter.
  • Formidable Asset Management sold 187 HSBC shares in Q3 2014, an estimated $8K.
  • Formidable Asset Management first reported a position in HSBC in Q4 2013 and held it in 2 quarters.
  • Formidable Asset Management's HSBC position peaked at $8K in Q2 2014.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on Formidable Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.