MHS
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M Holdings Securities’s HSBC HSBC Stock Holding History

M Holdings Securities’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
-2,321
Closed -$102K – 284
2014
Q3 		$102K Buy
+2,321
New +$106K 0.06% 275

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

M Holdings Securities's HSBC Position: Q4 2014 in Review

M Holdings Securities sold out of HSBC (HSBC) in Q4 2014, closing a stake of 2,321 shares — an estimated $102K sold.

M Holdings Securities first reported a position in HSBC in Q3 2014 and held it in 1 quarter. The position peaked at $102K in Q3 2014. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • M Holdings Securities reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,321 HSBC shares in Q4 2014, an estimated $102K.
  • M Holdings Securities first reported a position in HSBC in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's HSBC position peaked at $102K in Q3 2014.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.