HSBC Holdings’s XMAX Inc XMAX Stock Holding History

HSBC Holdings’s Portfolio XMAX Stock Details XMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-24,160	Closed	-$1.17M	–	2439
2016 Q4	$1.17M	Hold	24,160	–	–	﹤0.01%	1371
2016 Q3	$2.19M	Buy	+24,160	New	+$643K	0.01%	1159
2016 Q2	–	Sell	-24,160	Closed	-$707K	–	2126
2016 Q1	$707K	Hold	24,160	–	–	﹤0.01%	1432
2015 Q4	$1.09M	Hold	24,160	–	–	﹤0.01%	1440
2015 Q3	$1.38M	Buy	+24,160	New	+$1.32M	﹤0.01%	1151

Other funds holding XMAX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIM

Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HSBC Holdings's XMAX Position: Q1 2017 in Review

HSBC Holdings sold out of XMAX Inc (XMAX) in Q1 2017, closing a stake of 24,160 shares — an estimated $1.17M sold.

HSBC Holdings first reported a position in XMAX in Q3 2015 and held it in 5 quarters. The position peaked at $2.19M in Q3 2016. 12 funds tracked by Wall St. Rank hold XMAX as of Q1 2017.

HSBC Holdings reported no remaining XMAX Inc position as of Q1 2017 after selling out during the quarter.
HSBC Holdings sold 24,160 XMAX Inc shares in Q1 2017, an estimated $1.17M.
HSBC Holdings first reported a position in XMAX Inc in Q3 2015 and held it in 5 quarters.
HSBC Holdings's XMAX Inc position peaked at $2.19M in Q3 2016.
12 funds tracked by Wall St. Rank held XMAX Inc as of Q1 2017.

Based on HSBC Holdings's 13F filing for Q1 2017, filed 15 May 2017.