HFM
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Hartford Financial Management’s HSBC HSBC Stock Holding History

Hartford Financial 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
2014
Q4 		– Sell
-101
Closed -$4K – 259
2014
Q3 		$4K Hold
101
– – ﹤0.01% 258
2014
Q2 		$4K Buy
+101
New +$4.5K ﹤0.01% 261

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Hartford Financial Management's HSBC Position: Q4 2014 in Review

Hartford Financial Management sold out of HSBC (HSBC) in Q4 2014, closing a stake of 101 shares — an estimated $4K sold.

Hartford Financial Management first reported a position in HSBC in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Hartford Financial Management reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
  • Hartford Financial Management sold 101 HSBC shares in Q4 2014, an estimated $4K.
  • Hartford Financial Management first reported a position in HSBC in Q2 2014 and held it in 2 quarters.
  • Hartford Financial Management's HSBC position peaked at $4K in Q3 2014.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Hartford Financial Management's 13F filing for Q4 2014, filed 9 Feb 2015.