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MSI Financial Services’s HSBC HSBC Stock Holding History

MSI 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
2016
Q4 		$177K Buy
4,853
+81
+2% +$2.87K 0.01% 1152
2016
Q3 		$162K Buy
4,772
+1,164
+32% +$36.5K 0.01% 1155
2016
Q2 		$101K Buy
3,608
+649
+22% +$18.4K ﹤0.01% 1392
2016
Q1 		$82K Sell
2,959
-1,938
-40% -$57.3K ﹤0.01% 1452
2015
Q4 		$172K Buy
4,897
+3,534
+259% +$125K 0.01% 1009
2015
Q3 		$46K Sell
1,363
-26
-2% -$972 ﹤0.01% 1249
2015
Q2 		$55K Sell
1,389
-560
-29% -$23.3K ﹤0.01% 1254
2015
Q1 		$73K Buy
1,949
+795
+69% +$31K 0.01% 1130
2014
Q4 		$47K Sell
1,154
-1,451
-56% -$61.9K 0.01% 1114
2014
Q3 		$114K Buy
2,605
+148
+6% +$6.74K 0.01% 778
2014
Q2 		$108K Buy
2,457
+1,220
+99% +$54.4K 0.01% 773
2014
Q1 		$54K Buy
1,237
+593
+92% +$26.9K 0.01% 997
2013
Q4 		$31K Buy
+644
New +$30.5K ﹤0.01% 1205
2013
Q3 		– Sell
-543
Closed -$24K – 2307
2013
Q2 		$24K Buy
+543
New +$25.4K ﹤0.01% 1168

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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

MSI Financial Services's HSBC Position: Q4 2016 in Review

MSI Financial Services increased its HSBC (HSBC) stake by 1.7% in Q4 2016, buying an estimated $2.87K and bringing the position to 4,853 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1152.

MSI Financial Services first reported a position in HSBC in Q2 2013 and has held it in 14 quarters since. 349 funds tracked by Wall St. Rank hold HSBC as of Q4 2016.

  • MSI Financial Services held 4,853 shares of HSBC worth $177K as of Q4 2016.
  • MSI Financial Services bought 81 HSBC shares in Q4 2016, an estimated $2.87K.
  • HSBC made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1152 holding.
  • MSI Financial Services first reported a position in HSBC in Q2 2013 and has held it in 14 quarters since.
  • 349 funds tracked by Wall St. Rank held HSBC as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.