Haberer Registered Investment Advisor’s HSBC HSBC Stock Holding History

Haberer Registered Investment Advisor’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	-882	Closed	-$39K	–	346
2014 Q3	$39K	Hold	882	–	–	0.02%	172
2014 Q2	$39K	Sell	882 -522	-37%	-$23.3K	0.02%	182
2014 Q1	$62K	Hold	1,404	–	–	0.03%	137
2013 Q4	$67K	Hold	1,404	–	–	0.03%	133
2013 Q3	$66K	Buy	1,404 +261	+23%	+$12.4K	0.02%	143
2013 Q2	$51K	Buy	+1,143	New	+$53.5K	0.01%	187

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

Haberer Registered Investment Advisor's HSBC Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of HSBC (HSBC) in Q4 2014, closing a stake of 882 shares — an estimated $39K sold.

Haberer Registered Investment Advisor first reported a position in HSBC in Q2 2013 and held it in 6 quarters. The position peaked at $67K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Haberer Registered Investment Advisor reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Haberer Registered Investment Advisor sold 882 HSBC shares in Q4 2014, an estimated $39K.
Haberer Registered Investment Advisor first reported a position in HSBC in Q2 2013 and held it in 6 quarters.
Haberer Registered Investment Advisor's HSBC position peaked at $67K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.