Ingalls & Snyder LLC’s HSBC HSBC Stock Holding History

Ingalls & Snyder LLC’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 Q4	–	Sell	-13,611	Closed	-$596K	–	381
2014 Q3	$596K	Hold	13,611	–	–	0.03%	223
2014 Q2	$595K	Buy	13,611 +1,454	+12%	+$64.8K	0.03%	229
2014 Q1	$532K	Hold	12,157	–	–	0.03%	231
2013 Q4	$577K	Hold	12,157	–	–	0.03%	218
2013 Q3	$568K	Hold	12,157	–	–	0.03%	222
2013 Q2	$543K	Buy	+12,157	New	+$569K	0.03%	220

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAA

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

Ingalls & Snyder LLC's HSBC Position: Q4 2014 in Review

Ingalls & Snyder LLC sold out of HSBC (HSBC) in Q4 2014, closing a stake of 13,611 shares — an estimated $596K sold.

Ingalls & Snyder LLC first reported a position in HSBC in Q2 2013 and held it in 6 quarters. The position peaked at $596K in Q3 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Ingalls & Snyder LLC reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Ingalls & Snyder LLC sold 13,611 HSBC shares in Q4 2014, an estimated $596K.
Ingalls & Snyder LLC first reported a position in HSBC in Q2 2013 and held it in 6 quarters.
Ingalls & Snyder LLC's HSBC position peaked at $596K in Q3 2014.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2014, filed 28 Jan 2015.