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Lombard Odier & Cie (Canada)’s HSBC HSBC Stock Holding History

Lombard Odier & Cie (Canada)’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
Q4 		– Sell
-1,161
Closed -$51K – 134
2014
Q3 		$51K Hold
1,161
– – 0.03% 131
2014
Q2 		$51K Hold
1,161
– – 0.03% 137
2014
Q1 		$51K Hold
1,161
– – 0.04% 123
2013
Q4 		$55K Buy
+1,161
New +$55K 0.05% 99

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s HSBC Position: Q4 2014 in Review

Lombard Odier & Cie (Canada) sold out of HSBC (HSBC) in Q4 2014, closing a stake of 1,161 shares — an estimated $51K sold.

Lombard Odier & Cie (Canada) first reported a position in HSBC in Q4 2013 and held it in 4 quarters. The position peaked at $55K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Lombard Odier & Cie (Canada) reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
  • Lombard Odier & Cie (Canada) sold 1,161 HSBC shares in Q4 2014, an estimated $51K.
  • Lombard Odier & Cie (Canada) first reported a position in HSBC in Q4 2013 and held it in 4 quarters.
  • Lombard Odier & Cie (Canada)'s HSBC position peaked at $55K in Q4 2013.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q4 2014, filed 13 Feb 2015.