Kanaly Trust’s HSBC HSBC Stock Holding History

Kanaly Trust’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
2016 Q4	$43K	Buy	1,172 +78	+7%	+$2.77K	0.01%	300
2016 Q3	$37K	Sell	1,094 -646	-37%	-$20.3K	0.01%	322
2016 Q2	$49K	Sell	1,740 -776	-31%	-$21.9K	0.01%	283
2016 Q1	$70K	Sell	2,516 -1,302	-34%	-$38.5K	0.01%	244
2015 Q4	$134K	Sell	3,818 -141	-4%	-$4.98K	0.03%	175
2015 Q3	$134K	Sell	3,959 -21	-0.5%	-$785	0.03%	172
2015 Q2	$159K	Buy	3,980 +2,751	+224%	+$115K	0.03%	169
2015 Q1	$46K	Buy	1,229 +181	+17%	+$7.05K	0.01%	294
2014 Q4	$43K	Buy	1,048 +179	+21%	+$7.63K	0.01%	301
2014 Q3	$38K	Hold	869	–	–	0.01%	318
2014 Q2	$38K	Buy	869 +219	+34%	+$9.76K	0.01%	333
2014 Q1	$28K	Buy	650 +195	+43%	+$8.85K	0.01%	355
2013 Q4	$22K	Buy	+455	New	+$21.5K	﹤0.01%	367

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

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

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

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

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

Kanaly Trust's HSBC Position: Q4 2016 in Review

Kanaly Trust increased its HSBC (HSBC) stake by 7.1% in Q4 2016, buying an estimated $2.77K and bringing the position to 1,172 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #300.

Kanaly Trust first reported a position in HSBC in Q4 2013 and has held it in 13 quarters since. The position peaked at $159K in Q2 2015. 349 funds tracked by Wall St. Rank hold HSBC as of Q4 2016.

Kanaly Trust held 1,172 shares of HSBC worth $43K as of Q4 2016.
Kanaly Trust bought 78 HSBC shares in Q4 2016, an estimated $2.77K.
HSBC made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #300 holding.
Kanaly Trust first reported a position in HSBC in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's HSBC position peaked at $159K in Q2 2015.
349 funds tracked by Wall St. Rank held HSBC as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.