MWP
HSBC icon

MYCIO Wealth Partners’s HSBC HSBC Stock Holding History

MYCIO Wealth Partners’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
Q2 		– Sell
-2,245
Closed -$62K – 1141
2016
Q1 		$62K Hold
2,245
– – 0.01% 292
2015
Q4 		$79K Buy
2,245
+191
+9% +$6.74K 0.01% 242
2015
Q3 		$69K Buy
2,054
+34
+2% +$1.27K 0.01% 256
2015
Q2 		$81K Sell
2,020
-22
-1% -$916 0.02% 243
2015
Q1 		$77K Buy
2,042
+533
+35% +$20.8K 0.02% 243
2014
Q4 		$61K Buy
+1,509
New +$64.3K 0.01% 245

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

MYCIO Wealth Partners's HSBC Position: Q2 2016 in Review

MYCIO Wealth Partners sold out of HSBC (HSBC) in Q2 2016, closing a stake of 2,245 shares — an estimated $62K sold.

MYCIO Wealth Partners first reported a position in HSBC in Q4 2014 and held it in 6 quarters. The position peaked at $81K in Q2 2015. 310 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

  • MYCIO Wealth Partners reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 2,245 HSBC shares in Q2 2016, an estimated $62K.
  • MYCIO Wealth Partners first reported a position in HSBC in Q4 2014 and held it in 6 quarters.
  • MYCIO Wealth Partners's HSBC position peaked at $81K in Q2 2015.
  • 310 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on MYCIO Wealth Partners's 13F filing for Q2 2016, filed 10 Aug 2016.