Gateway Investment Advisers’s HSBC HSBC Stock Holding History

Gateway Investment Advisers’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	-8,885	Closed	-$390K	–	656
2014 Q3	$390K	Sell	8,885 -4,949	-36%	-$225K	﹤0.01%	643
2014 Q2	$606K	Sell	13,834 -6,059	-30%	-$270K	﹤0.01%	620
2014 Q1	$871K	Hold	19,893	–	–	0.01%	552
2013 Q4	$945K	Hold	19,893	–	–	0.01%	531
2013 Q3	$930K	Hold	19,893	–	–	0.01%	518
2013 Q2	$890K	Buy	+19,893	New	+$931K	0.01%	504

Other funds holding HSBC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gateway Investment Advisers's HSBC Position: Q4 2014 in Review

Gateway Investment Advisers sold out of HSBC (HSBC) in Q4 2014, closing a stake of 8,885 shares — an estimated $390K sold.

Gateway Investment Advisers first reported a position in HSBC in Q2 2013 and held it in 6 quarters. The position peaked at $945K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Gateway Investment Advisers reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Gateway Investment Advisers sold 8,885 HSBC shares in Q4 2014, an estimated $390K.
Gateway Investment Advisers first reported a position in HSBC in Q2 2013 and held it in 6 quarters.
Gateway Investment Advisers's HSBC position peaked at $945K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Gateway Investment Advisers's 13F filing for Q4 2014, filed 28 Jan 2015.