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Gary Goldberg Planning Services’s HSBC HSBC Stock Holding History

Gary Goldberg Planning Services’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 		$1K Sell
29
-5
-15% -$213 ﹤0.01% 438
2014
Q3 		$1K Sell
34
-462
-93% -$21K ﹤0.01% 467
2014
Q2 		$22K Buy
496
+491
+9,820% +$21.9K 0.01% 286
2014
Q1 		$0 Buy
+5
New +$227 ﹤0.01% 417

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

Gary Goldberg Planning Services's HSBC Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its HSBC (HSBC) stake by 15% in Q4 2014, selling an estimated $213 and leaving 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Gary Goldberg Planning Services first reported a position in HSBC in Q1 2014 and has held it in 4 quarters since. The position peaked at $22K in Q2 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Gary Goldberg Planning Services held 29 shares of HSBC worth $1K as of Q4 2014.
  • Gary Goldberg Planning Services sold 5 HSBC shares in Q4 2014, an estimated $213.
  • HSBC made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #438 holding.
  • Gary Goldberg Planning Services first reported a position in HSBC in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's HSBC position peaked at $22K in Q2 2014.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.