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Howe & Rusling’s HSBC HSBC Stock Holding History

Howe & Rusling’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 		– Sell
-346
Closed -$12K – 1023
2015
Q4 		$12K Buy
+346
New +$12.2K ﹤0.01% 463
2014
Q4 		– Sell
-374
Closed -$16K – 919
2014
Q3 		$16K Sell
374
-850
-69% -$38.7K ﹤0.01% 418
2014
Q2 		$54K Buy
1,224
+171
+16% +$7.62K 0.01% 297
2014
Q1 		$46K Buy
1,053
+177
+20% +$8.03K 0.01% 334
2013
Q4 		$42K Sell
876
-177
-17% -$8.38K 0.01% 321
2013
Q3 		$50K Buy
1,053
+25
+2% +$1.19K 0.02% 321
2013
Q2 		$46K Buy
+1,028
New +$48.1K 0.01% 351

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
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 $570B 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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Howe & Rusling's HSBC Position: Q1 2016 in Review

Howe & Rusling sold out of HSBC (HSBC) in Q1 2016, closing a stake of 346 shares — an estimated $12K sold.

Howe & Rusling first reported a position in HSBC in Q2 2013 and held it in 7 quarters. The position peaked at $54K in Q2 2014. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Howe & Rusling reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Howe & Rusling sold 346 HSBC shares in Q1 2016, an estimated $12K.
  • Howe & Rusling first reported a position in HSBC in Q2 2013 and held it in 7 quarters.
  • Howe & Rusling's HSBC position peaked at $54K in Q2 2014.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Howe & Rusling's 13F filing for Q1 2016, filed 16 May 2016.