Loomis, Sayles & Company’s HSBC HSBC Stock Holding History

Loomis, Sayles & Company’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	-55,713	Closed	-$2.44M	–	741
2014 Q3	$2.44M	Hold	55,713	–	–	0.01%	563
2014 Q2	$2.44M	Hold	55,713	–	–	0.01%	577
2014 Q1	$2.44M	Hold	55,713	–	–	0.01%	564
2013 Q4	$2.65M	Buy	55,713 +11,273	+25%	+$534K	0.01%	587
2013 Q3	$2.08M	Sell	44,440 -257	-0.6%	-$12.2K	0.01%	581
2013 Q2	$2K	Buy	+44,697	New	+$2.09M	0.01%	568

Other funds holding HSBC

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

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

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

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

Loomis, Sayles & Company's HSBC Position: Q4 2014 in Review

Loomis, Sayles & Company sold out of HSBC (HSBC) in Q4 2014, closing a stake of 55,713 shares — an estimated $2.44M sold.

Loomis, Sayles & Company first reported a position in HSBC in Q2 2013 and held it in 6 quarters. The position peaked at $2.65M in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Loomis, Sayles & Company reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Loomis, Sayles & Company sold 55,713 HSBC shares in Q4 2014, an estimated $2.44M.
Loomis, Sayles & Company first reported a position in HSBC in Q2 2013 and held it in 6 quarters.
Loomis, Sayles & Company's HSBC position peaked at $2.65M in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Loomis, Sayles & Company's 13F filing for Q4 2014, filed 17 Feb 2015.