Hirtle Callaghan & Co’s HSBC HSBC Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-4,216	Closed	-$185K	–	590
2014 Q2	$185K	Hold	4,216	–	–	0.03%	246
2014 Q1	$185K	Hold	4,216	–	–	0.03%	240
2013 Q4	$200K	Hold	4,216	–	–	0.03%	227
2013 Q3	$197K	Buy	+4,216	New	+$200K	0.03%	226

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Hirtle Callaghan & Co's HSBC Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of HSBC (HSBC) in Q3 2014, closing a stake of 4,216 shares — an estimated $185K sold.

Hirtle Callaghan & Co first reported a position in HSBC in Q3 2013 and held it in 4 quarters. The position peaked at $200K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

Hirtle Callaghan & Co reported no remaining HSBC position as of Q3 2014 after selling out during the quarter.
Hirtle Callaghan & Co sold 4,216 HSBC shares in Q3 2014, an estimated $185K.
Hirtle Callaghan & Co first reported a position in HSBC in Q3 2013 and held it in 4 quarters.
Hirtle Callaghan & Co's HSBC position peaked at $200K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.