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Navellier & Associates’s HSBC HSBC Stock Holding History

Navellier & Associates’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 		– Sell
-9,189
Closed -$374K – 362
2014
Q4 		$374K Sell
9,189
-76
-0.8% -$3.24K 0.02% 229
2014
Q3 		$406K Sell
9,265
-1,286
-12% -$58.6K 0.02% 214
2014
Q2 		$462K Sell
10,551
-658
-6% -$29.3K 0.02% 199
2014
Q1 		$491K Sell
11,209
-88
-0.8% -$3.99K 0.02% 179
2013
Q4 		$537K Buy
11,297
+2,153
+24% +$102K 0.02% 172
2013
Q3 		$428K Buy
9,144
+511
+6% +$24.2K 0.01% 185
2013
Q2 		$386K Buy
+8,633
New +$404K 0.02% 172

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

Navellier & Associates's HSBC Position: Q1 2015 in Review

Navellier & Associates sold out of HSBC (HSBC) in Q1 2015, closing a stake of 9,189 shares — an estimated $374K sold.

Navellier & Associates first reported a position in HSBC in Q2 2013 and held it in 7 quarters. The position peaked at $537K in Q4 2013. 354 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

  • Navellier & Associates reported no remaining HSBC position as of Q1 2015 after selling out during the quarter.
  • Navellier & Associates sold 9,189 HSBC shares in Q1 2015, an estimated $374K.
  • Navellier & Associates first reported a position in HSBC in Q2 2013 and held it in 7 quarters.
  • Navellier & Associates's HSBC position peaked at $537K in Q4 2013.
  • 354 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Navellier & Associates's 13F filing for Q1 2015, filed 18 May 2015.