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Nationwide Fund Advisors’s HSBC HSBC Stock Holding History

Nationwide Fund Advisors’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
-321,874
Closed -$14.5M – 947
2017
Q3 		$14.5M Sell
321,874
-32,638
-9% -$1.44M 0.06% 449
2017
Q2 		$15M Sell
354,512
-67,327
-16% -$2.61M 0.06% 448
2017
Q1 		$15.6M Sell
421,839
-31,108
-7% -$1.17M 0.06% 440
2016
Q4 		$16.4M Buy
452,947
+5,865
+1% +$208K 0.07% 379
2016
Q3 		$15.2M Sell
447,082
-6,557
-1% -$206K 0.06% 421
2016
Q2 		$12.7M Sell
453,639
-11,233
-2% -$318K 0.05% 480
2016
Q1 		$12.7M Buy
464,872
+30,909
+7% +$914K 0.06% 465
2015
Q4 		$15.3M Buy
433,963
+40,259
+10% +$1.42M 0.07% 383
2015
Q3 		$13.3M Buy
393,704
+49,394
+14% +$1.85M 0.06% 400
2015
Q2 		$13.7M Buy
344,310
+13,985
+4% +$582K 0.06% 425
2015
Q1 		$12.4M Sell
330,325
-7,682
-2% -$299K 0.05% 490
2014
Q4 		$13.8M Hold
338,007
– – 0.06% 420
2014
Q3 		$14.8M Sell
338,007
-11,717
-3% -$534K 0.06% 389
2014
Q2 		$15.3M Hold
349,724
– – 0.06% 398
2014
Q1 		$15.3M Hold
349,724
– – 0.07% 351
2013
Q4 		$16.6M Buy
349,724
+3,690
+1% +$175K 0.07% 350
2013
Q3 		$16.2M Sell
346,034
-57,557
-14% -$2.73M 0.07% 331
2013
Q2 		$18M Buy
+403,591
New +$18.9M 0.1% 232

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
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
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Nationwide Fund Advisors's HSBC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of HSBC (HSBC) in Q4 2017, closing a stake of 321,874 shares — an estimated $14.5M sold.

Nationwide Fund Advisors first reported a position in HSBC in Q2 2013 and held it in 18 quarters. The position peaked at $18M in Q2 2013. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 321,874 HSBC shares in Q4 2017, an estimated $14.5M.
  • Nationwide Fund Advisors first reported a position in HSBC in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's HSBC position peaked at $18M in Q2 2013.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.