HSBC Holdings
SOR

HSBC Holdings’s Source Capital SOR Stock Holding History

HSBC Holdings’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-23,525
Closed -$1.62M – 1794
2014
Q1 		$1.62M Hold
23,525
– – ﹤0.01% 1123
2013
Q4 		$1.58M Sell
23,525
-1,800
-7% -$115K ﹤0.01% 1172
2013
Q3 		$1.57M Hold
25,325
– – 0.01% 1159
2013
Q2 		$1.56M Buy
+25,325
New +$1.54M 0.01% 981

Other funds holding SOR

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return