GlobalBridge’s HSBC HSBC Stock Holding History

GlobalBridge’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
2013 Q4	–	Sell	-6,138	Closed	-$287K	–	338
2013 Q3	$287K	Sell	6,138 -110	-2%	-$5.22K	0.15%	213
2013 Q2	$279K	Buy	+6,248	New	+$292K	0.15%	225

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

MICM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCCM

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

GlobalBridge's HSBC Position: Q4 2013 in Review

GlobalBridge sold out of HSBC (HSBC) in Q4 2013, closing a stake of 6,138 shares — an estimated $287K sold.

GlobalBridge first reported a position in HSBC in Q2 2013 and held it in 2 quarters. The position peaked at $287K in Q3 2013. 386 funds tracked by Wall St. Rank hold HSBC as of Q4 2013.

GlobalBridge reported no remaining HSBC position as of Q4 2013 after selling out during the quarter.
GlobalBridge sold 6,138 HSBC shares in Q4 2013, an estimated $287K.
GlobalBridge first reported a position in HSBC in Q2 2013 and held it in 2 quarters.
GlobalBridge's HSBC position peaked at $287K in Q3 2013.
386 funds tracked by Wall St. Rank held HSBC as of Q4 2013.

Based on GlobalBridge's 13F filing for Q4 2013, filed 16 Jan 2014.