Massachusetts Financial Services
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Massachusetts Financial Services’s HSBC HSBC Stock Holding History

Massachusetts Financial Services’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
2018
Q2 		– Sell
-117,643
Closed -$5.23M – 849
2018
Q1 		$5.23M Sell
117,643
-10,027
-8% -$477K ﹤0.01% 665
2017
Q4 		$6.03M Buy
127,670
+8,792
+7% +$398K ﹤0.01% 654
2017
Q3 		$5.37M Buy
118,878
+16,612
+16% +$735K ﹤0.01% 660
2017
Q2 		$4.34M Sell
102,266
-43,234
-30% -$1.68M ﹤0.01% 683
2017
Q1 		$5.37M Buy
145,500
+12,001
+9% +$451K ﹤0.01% 648
2016
Q4 		$4.85M Buy
133,499
+18,482
+16% +$655K ﹤0.01% 670
2016
Q3 		$3.91M Sell
115,017
-42,377
-27% -$1.33M ﹤0.01% 675
2016
Q2 		$4.39M Sell
157,394
-334,837
-68% -$9.47M ﹤0.01% 654
2016
Q1 		$13.6M Buy
492,231
+6,274
+1% +$186K 0.01% 538
2015
Q4 		$17.1M Buy
485,957
+4,894
+1% +$173K 0.01% 528
2015
Q3 		$16.2M Sell
481,063
-9,864
-2% -$369K 0.01% 530
2015
Q2 		$19.6M Buy
490,927
+26,974
+6% +$1.12M 0.01% 526
2015
Q1 		$17.4M Sell
463,953
-58,179
-11% -$2.27M 0.01% 558
2014
Q4 		$21.2M Buy
522,132
+12,328
+2% +$526K 0.01% 507
2014
Q3 		$22.4M Sell
509,804
-28,635
-5% -$1.3M 0.01% 505
2014
Q2 		$23.6M Sell
538,439
-5,060
-0.9% -$225K 0.01% 503
2014
Q1 		$23.8M Buy
543,499
+38,400
+8% +$1.74M 0.01% 468
2013
Q4 		$24M Sell
505,099
-257,117
-34% -$12.2M 0.01% 451
2013
Q3 		$35.6M Buy
762,216
+82,395
+12% +$3.91M 0.02% 379
2013
Q2 		$30.4M Buy
+679,821
New +$31.8M 0.02% 387

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Massachusetts Financial Services's HSBC Position: Q2 2018 in Review

Massachusetts Financial Services sold out of HSBC (HSBC) in Q2 2018, closing a stake of 117,643 shares — an estimated $5.23M sold.

Massachusetts Financial Services first reported a position in HSBC in Q2 2013 and held it in 20 quarters. The position peaked at $35.6M in Q3 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • Massachusetts Financial Services reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • Massachusetts Financial Services sold 117,643 HSBC shares in Q2 2018, an estimated $5.23M.
  • Massachusetts Financial Services first reported a position in HSBC in Q2 2013 and held it in 20 quarters.
  • Massachusetts Financial Services's HSBC position peaked at $35.6M in Q3 2013.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Massachusetts Financial Services's 13F filing for Q2 2018, filed 30 Jul 2018.