Jasper Ridge Partners’s HSBC HSBC Stock Holding History

Jasper Ridge Partners’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 Q3	–	Sell	-11,892	Closed	-$103K	–	120
2014 Q2	$103K	Hold	11,892	–	–	0.01%	127
2014 Q1	$103K	Hold	11,892	–	–	0.01%	122
2013 Q4	$111K	Hold	11,892	–	–	0.01%	115
2013 Q3	$110K	Hold	11,892	–	–	0.01%	111
2013 Q2	$106K	Buy	+11,892	New	+$556K	0.01%	112

Other funds holding HSBC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

SCCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAA

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

Jasper Ridge Partners's HSBC Position: Q3 2014 in Review

Jasper Ridge Partners sold out of HSBC (HSBC) in Q3 2014, closing a stake of 11,892 shares — an estimated $103K sold.

Jasper Ridge Partners first reported a position in HSBC in Q2 2013 and held it in 5 quarters. The position peaked at $111K in Q4 2013. 376 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

Jasper Ridge Partners reported no remaining HSBC position as of Q3 2014 after selling out during the quarter.
Jasper Ridge Partners sold 11,892 HSBC shares in Q3 2014, an estimated $103K.
Jasper Ridge Partners first reported a position in HSBC in Q2 2013 and held it in 5 quarters.
Jasper Ridge Partners's HSBC position peaked at $111K in Q4 2013.
376 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on Jasper Ridge Partners's 13F filing for Q3 2014, filed 14 Nov 2014.