Lord, Abbett & Co
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Lord, Abbett & Co’s HSBC HSBC Stock Holding History

Lord, Abbett & Co’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
2015
Q4 		– Sell
-26,585
Closed -$897K – 916
2015
Q3 		$897K Sell
26,585
-19,996
-43% -$747K ﹤0.01% 879
2015
Q2 		$1.86M Sell
46,581
-71,546
-61% -$2.98M ﹤0.01% 877
2015
Q1 		$4.44M Sell
118,127
-1,961
-2% -$76.4K 0.01% 756
2014
Q4 		$4.89M Sell
120,088
-25,730
-18% -$1.1M 0.01% 733
2014
Q3 		$6.39M Sell
145,818
-147,507
-50% -$6.72M 0.02% 693
2014
Q2 		$12.8M Sell
293,325
-98,459
-25% -$4.39M 0.03% 594
2014
Q1 		$17.2M Sell
391,784
-11,240
-3% -$510K 0.04% 516
2013
Q4 		$19.1M Buy
403,024
+87,967
+28% +$4.17M 0.04% 542
2013
Q3 		$14.7M Sell
315,057
-52,926
-14% -$2.51M 0.03% 574
2013
Q2 		$16.5M Buy
+367,983
New +$17.2M 0.04% 545

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lord, Abbett & Co's HSBC Position: Q4 2015 in Review

Lord, Abbett & Co sold out of HSBC (HSBC) in Q4 2015, closing a stake of 26,585 shares — an estimated $897K sold.

Lord, Abbett & Co first reported a position in HSBC in Q2 2013 and held it in 10 quarters. The position peaked at $19.1M in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • Lord, Abbett & Co reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • Lord, Abbett & Co sold 26,585 HSBC shares in Q4 2015, an estimated $897K.
  • Lord, Abbett & Co first reported a position in HSBC in Q2 2013 and held it in 10 quarters.
  • Lord, Abbett & Co's HSBC position peaked at $19.1M in Q4 2013.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Lord, Abbett & Co's 13F filing for Q4 2015, filed 16 Feb 2016.