New England Securities’s HSBC HSBC Stock Holding History

New England Securities’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	$13K	Sell	318 -667	-68%	-$28.4K	﹤0.01%	1005
2014 Q3	$43K	Buy	985 +529	+116%	+$24.1K	0.02%	652
2014 Q2	$20K	Buy	456 +64	+16%	+$2.85K	0.01%	914
2014 Q1	$17K	Sell	392 -1,393	-78%	-$63.2K	0.01%	909
2013 Q4	$85K	Sell	1,785 -80	-4%	-$3.79K	0.04%	428
2013 Q3	$87K	Buy	1,865 +1,567	+526%	+$74.4K	0.04%	380
2013 Q2	$13K	Buy	+298	New	+$13.9K	0.01%	799

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

New England Securities's HSBC Position: Q4 2014 in Review

New England Securities reduced its HSBC (HSBC) stake by 68% in Q4 2014, selling an estimated $28.4K and leaving 318 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

New England Securities first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since. The position peaked at $87K in Q3 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

New England Securities held 318 shares of HSBC worth $13K as of Q4 2014.
New England Securities sold 667 HSBC shares in Q4 2014, an estimated $28.4K.
HSBC made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1005 holding.
New England Securities first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since.
New England Securities's HSBC position peaked at $87K in Q3 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.