Jefferies Group’s HSBC HSBC Stock Holding History

Jefferies Group’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 Q1	–	Sell	-11,141	Closed	-$529K	–	2188
2013 Q4	$529K	Hold	11,141	–	–	﹤0.01%	1125
2013 Q3	$521K	Buy	+11,141	New	+$529K	0.01%	1182

Other funds holding HSBC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SCCM

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

Jefferies Group's HSBC Position: Q3 2019 in Review

Jefferies Group sold out of HSBC (HSBC) in Q3 2019, closing a stake of 50,405 shares — an estimated $2.1M sold.

Jefferies Group first reported a position in HSBC in Q2 2013 and held it in 20 quarters. The position peaked at $2.66M in Q2 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Jefferies Group reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Jefferies Group sold 50,405 HSBC shares in Q3 2019, an estimated $2.1M.
Jefferies Group first reported a position in HSBC in Q2 2013 and held it in 20 quarters.
Jefferies Group's HSBC position peaked at $2.66M in Q2 2017.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Jefferies Group's 13F filing for Q3 2019, filed 13 Nov 2019.