GWM
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Gupta Wealth Management’s HSBC HSBC Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-1,097
Closed -$39K – 1202
2015
Q4 		$39K Buy
1,097
+5
+0.5% +$177 0.01% 474
2015
Q3 		$37K Buy
1,092
+265
+32% +$9.91K 0.01% 514
2015
Q2 		$34K Buy
827
+777
+1,554% +$32.4K 0.01% 565
2015
Q1 		$2K Buy
+50
New +$1.95K ﹤0.01% 1009

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Gupta Wealth Management's HSBC Position: Q1 2016 in Review

Gupta Wealth Management sold out of HSBC (HSBC) in Q1 2016, closing a stake of 1,097 shares — an estimated $39K sold.

Gupta Wealth Management first reported a position in HSBC in Q1 2015 and held it in 4 quarters. The position peaked at $39K in Q4 2015. 314 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Gupta Wealth Management reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,097 HSBC shares in Q1 2016, an estimated $39K.
  • Gupta Wealth Management first reported a position in HSBC in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's HSBC position peaked at $39K in Q4 2015.
  • 314 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.