MassMutual Private Wealth & Trust’s HSBC HSBC Stock Holding History

MassMutual Private Wealth & Trust’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
2017 Q4	–	Sell	-253,622	Closed	-$1.15K	–	944
2017 Q3	$1.15K	Buy	+253,622	New	+$11.2M	﹤0.01%	972
2016 Q2	–	Sell	-134	Closed	-$3.79K	–	867
2016 Q1	$3.7K	Buy	+134	New	+$3.96K	﹤0.01%	665
2015 Q4	–	Sell	-38	Closed	-$1.73K	–	878
2015 Q3	$1.73K	Sell	38 -399	-91%	-$14.9K	﹤0.01%	707
2015 Q2	$19.8K	Buy	+437	New	+$18.2K	﹤0.01%	424
2014 Q4	–	Sell	-39	Closed	-$1.73K	–	674
2014 Q3	$1.73K	Sell	39 -412	-91%	-$18.8K	﹤0.01%	683
2014 Q2	$19.8K	Hold	451	–	–	0.01%	302
2014 Q1	$19.8K	Buy	+451	New	+$20.5K	0.01%	268

Other funds holding HSBC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

MassMutual Private Wealth & Trust's HSBC Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of HSBC (HSBC) in Q4 2017, closing a stake of 253,622 shares — an estimated $1.15K sold.

MassMutual Private Wealth & Trust first reported a position in HSBC in Q1 2014 and held it in 7 quarters. The position peaked at $19.8K in Q1 2014. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

MassMutual Private Wealth & Trust reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 253,622 HSBC shares in Q4 2017, an estimated $1.15K.
MassMutual Private Wealth & Trust first reported a position in HSBC in Q1 2014 and held it in 7 quarters.
MassMutual Private Wealth & Trust's HSBC position peaked at $19.8K in Q1 2014.
430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.