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MDE Group’s HSBC HSBC Stock Holding History

MDE Group’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
Q1 		$235K Sell
6,246
-145
-2% -$5.65K 0.06% 53
2014
Q4 		$260K Hold
6,391
– – 0.06% 50
2014
Q3 		$280K Sell
6,391
-592
-8% -$27K 0.07% 51
2014
Q2 		$306K Hold
6,983
– – 0.07% 53
2014
Q1 		$306K Buy
6,983
+454
+7% +$20.6K 0.06% 56
2013
Q4 		$310K Sell
6,529
-64
-1% -$3.03K 0.05% 58
2013
Q3 		$308K Sell
6,593
-430
-6% -$20.4K 0.05% 54
2013
Q2 		$314K Buy
+7,023
New +$329K 0.05% 55

Other funds holding HSBC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MDE Group's HSBC Position: Q1 2015 in Review

MDE Group reduced its HSBC (HSBC) stake by 2.3% in Q1 2015, selling an estimated $5.65K and leaving 6,246 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #53.

MDE Group first reported a position in HSBC in Q2 2013 and has held it in 8 quarters since. The position peaked at $314K in Q2 2013. 355 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

  • MDE Group held 6,246 shares of HSBC worth $235K as of Q1 2015.
  • MDE Group sold 145 HSBC shares in Q1 2015, an estimated $5.65K.
  • HSBC made up 0.06% of MDE Group's portfolio in Q1 2015, its #53 holding.
  • MDE Group first reported a position in HSBC in Q2 2013 and has held it in 8 quarters since.
  • MDE Group's HSBC position peaked at $314K in Q2 2013.
  • 355 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.