Michael J. Puzo’s HSBC HSBC Stock Holding History

Michael J. Puzo’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	-4,642	Closed	-$204K	–	89
2014 Q3	$204K	Hold	4,642	–	–	0.14%	80
2014 Q2	$203K	Hold	4,642	–	–	0.14%	74
2014 Q1	$203K	Hold	4,642	–	–	0.15%	70
2013 Q4	$221K	Sell	4,642 -2,118	-31%	-$100K	0.16%	72
2013 Q3	$316K	Hold	6,760	–	–	0.26%	61
2013 Q2	$302K	Buy	+6,760	New	+$316K	0.27%	62

Other funds holding HSBC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Michael J. Puzo's HSBC Position: Q4 2014 in Review

Michael J. Puzo sold out of HSBC (HSBC) in Q4 2014, closing a stake of 4,642 shares — an estimated $204K sold.

Michael J. Puzo first reported a position in HSBC in Q2 2013 and held it in 6 quarters. The position peaked at $316K in Q3 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Michael J. Puzo reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Michael J. Puzo sold 4,642 HSBC shares in Q4 2014, an estimated $204K.
Michael J. Puzo first reported a position in HSBC in Q2 2013 and held it in 6 quarters.
Michael J. Puzo's HSBC position peaked at $316K in Q3 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Michael J. Puzo's 13F filing for Q4 2014, filed 13 Feb 2015.