Integrated Wealth Management (Palm Desert)’s HSBC HSBC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$210K	Buy	5,683 +158	+3%	+$5.94K	0.07%	245
2016 Q4	$201K	Hold	5,525	–	–	0.07%	236
2016 Q3	$188K	Sell	5,525 -541	-9%	-$17K	0.07%	234
2016 Q2	$169K	Buy	6,066 +464	+8%	+$13.1K	0.07%	233
2016 Q1	$155K	Buy	5,602 +765	+16%	+$22.6K	0.07%	231
2015 Q4	$170K	Sell	4,837 -26	-0.5%	-$918	0.07%	211
2015 Q3	$164K	Hold	4,863	–	–	0.07%	208
2015 Q2	$194K	Sell	4,863 -651	-12%	-$27.1K	0.08%	199
2015 Q1	$207K	Buy	+5,514	New	+$215K	0.09%	178

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HSBC Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its HSBC (HSBC) stake by 2.9% in Q1 2017, buying an estimated $5.94K and bringing the position to 5,683 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #245.

Integrated Wealth Management (Palm Desert) first reported a position in HSBC in Q1 2015 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold HSBC as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,683 shares of HSBC worth $210K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 158 HSBC shares in Q1 2017, an estimated $5.94K.
HSBC made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #245 holding.
Integrated Wealth Management (Palm Desert) first reported a position in HSBC in Q1 2015 and has held it in 9 quarters since.
351 funds tracked by Wall St. Rank held HSBC as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.