HHG & Company’s HSBC HSBC Stock Holding History

HHG & Company’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	$524K	Buy	18,916 +933	+5%	+$27.6K	0.15%	115
2015 Q4	$632K	Sell	17,983 -1,330	-7%	-$47K	0.17%	111
2015 Q3	$652K	Sell	19,313 -522	-3%	-$19.5K	0.2%	108
2015 Q2	$792K	Sell	19,835 -155	-0.8%	-$6.46K	0.23%	105
2015 Q1	$751K	Sell	19,990 -543	-3%	-$21.2K	0.2%	107
2014 Q4	$836K	Buy	20,533 +867	+4%	+$37K	0.2%	111
2014 Q3	$862K	Sell	19,666 -1,572	-7%	-$71.6K	0.28%	91
2014 Q2	$934K	Sell	21,238 -326	-2%	-$14.5K	0.3%	103
2014 Q1	$950K	Buy	21,564 +925	+4%	+$42K	0.32%	104
2013 Q4	$980K	Sell	20,639 -652	-3%	-$30.9K	0.36%	94
2013 Q3	$996K	Sell	21,291 -103	-0.5%	-$4.89K	0.4%	91
2013 Q2	$958K	Buy	+21,394	New	+$1M	0.39%	91

Other funds holding HSBC

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

Fidelity Investments

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return