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GAM Holding’s HSBC HSBC Stock Holding History

GAM Holding’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
Q4 		– Sell
-13,708
Closed -$619K – 868
2017
Q3 		$619K Sell
13,708
-15,841
-54% -$701K 0.03% 405
2017
Q2 		$1.25M Sell
29,549
-33,488
-53% -$1.3M 0.02% 590
2017
Q1 		$2.32M Hold
63,037
– – 0.04% 477
2016
Q4 		$2.29M Buy
63,037
+816
+1% +$28.9K 0.04% 455
2016
Q3 		$2.11M Sell
62,221
-63,310
-50% -$1.99M 0.04% 461
2016
Q2 		$3.5M Buy
125,531
+71,359
+132% +$2.02M 0.05% 377
2016
Q1 		$1.5M Hold
54,172
– – 0.03% 545
2015
Q4 		$1.91M Buy
54,172
+11,150
+26% +$394K 0.03% 511
2015
Q3 		$1.45M Buy
43,022
+449
+1% +$16.8K 0.03% 586
2015
Q2 		$1.7M Buy
42,573
+74
+0.2% +$3.08K 0.02% 579
2015
Q1 		$1.6M Buy
+42,499
New +$1.66M 0.02% 586

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

GAM Holding's HSBC Position: Q4 2017 in Review

GAM Holding sold out of HSBC (HSBC) in Q4 2017, closing a stake of 13,708 shares — an estimated $619K sold.

GAM Holding first reported a position in HSBC in Q1 2015 and held it in 11 quarters. The position peaked at $3.5M in Q2 2016. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • GAM Holding reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
  • GAM Holding sold 13,708 HSBC shares in Q4 2017, an estimated $619K.
  • GAM Holding first reported a position in HSBC in Q1 2015 and held it in 11 quarters.
  • GAM Holding's HSBC position peaked at $3.5M in Q2 2016.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on GAM Holding's 13F filing for Q4 2017, filed 14 Feb 2018.