Hamel Associates’s HSBC HSBC Stock Holding History

Hamel Associates’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
2015 Q1	–	Sell	-13,172	Closed	-$536K	–	95
2014 Q4	$536K	Sell	13,172 -7,022	-35%	-$299K	0.35%	67
2014 Q3	$885K	Hold	20,194	–	–	0.59%	55
2014 Q2	$884K	Buy	20,194 +784	+4%	+$34.9K	0.58%	55
2014 Q1	$850K	Buy	+19,410	New	+$881K	0.59%	55

Other funds holding HSBC

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Hamel Associates's HSBC Position: Q1 2015 in Review

Hamel Associates sold out of HSBC (HSBC) in Q1 2015, closing a stake of 13,172 shares — an estimated $536K sold.

Hamel Associates first reported a position in HSBC in Q1 2014 and held it in 4 quarters. The position peaked at $885K in Q3 2014. 354 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

Hamel Associates reported no remaining HSBC position as of Q1 2015 after selling out during the quarter.
Hamel Associates sold 13,172 HSBC shares in Q1 2015, an estimated $536K.
Hamel Associates first reported a position in HSBC in Q1 2014 and held it in 4 quarters.
Hamel Associates's HSBC position peaked at $885K in Q3 2014.
354 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Hamel Associates's 13F filing for Q1 2015, filed 14 May 2015.