JEW
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Jamison Eaton & Wood’s HSBC HSBC Stock Holding History

Jamison Eaton & Wood’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
2013
Q4 		– Sell
-1,551
Closed -$72K – 157
2013
Q3 		$72K Buy
+1,551
New +$73.6K 0.02% 152

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Jamison Eaton & Wood's HSBC Position: Q4 2013 in Review

Jamison Eaton & Wood sold out of HSBC (HSBC) in Q4 2013, closing a stake of 1,551 shares — an estimated $72K sold.

Jamison Eaton & Wood first reported a position in HSBC in Q3 2013 and held it in 1 quarter. The position peaked at $72K in Q3 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q4 2013.

  • Jamison Eaton & Wood reported no remaining HSBC position as of Q4 2013 after selling out during the quarter.
  • Jamison Eaton & Wood sold 1,551 HSBC shares in Q4 2013, an estimated $72K.
  • Jamison Eaton & Wood first reported a position in HSBC in Q3 2013 and held it in 1 quarter.
  • Jamison Eaton & Wood's HSBC position peaked at $72K in Q3 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q4 2013.

Based on Jamison Eaton & Wood's 13F filing for Q4 2013, filed 11 Feb 2014.