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Kurt F. Somerville’s HSBC HSBC Stock Holding History

Kurt F. Somerville’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
-9,303
Closed -$442K – 104
2013
Q4 		$442K Sell
9,303
-1,741
-16% -$82.4K 0.17% 79
2013
Q3 		$516K Hold
11,044
– – 0.21% 71
2013
Q2 		$494K Buy
+11,044
New +$517K 0.21% 72

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kurt F. Somerville's HSBC Position: Q1 2014 in Review

Kurt F. Somerville sold out of HSBC (HSBC) in Q1 2014, closing a stake of 9,303 shares — an estimated $442K sold.

Kurt F. Somerville first reported a position in HSBC in Q2 2013 and held it in 3 quarters. The position peaked at $516K in Q3 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q1 2014.

  • Kurt F. Somerville reported no remaining HSBC position as of Q1 2014 after selling out during the quarter.
  • Kurt F. Somerville sold 9,303 HSBC shares in Q1 2014, an estimated $442K.
  • Kurt F. Somerville first reported a position in HSBC in Q2 2013 and held it in 3 quarters.
  • Kurt F. Somerville's HSBC position peaked at $516K in Q3 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q1 2014.

Based on Kurt F. Somerville's 13F filing for Q1 2014, filed 30 May 2014.