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PacWest Financial Management’s HSBC HSBC Stock Holding History

PacWest Financial Management’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
Q1 		– Sell
-10,073
Closed -$354K – 82
2015
Q4 		$354K Sell
10,073
-21,715
-68% -$767K 0.24% 73
2015
Q3 		$1.07M Sell
31,788
-2,497
-7% -$93.3K 0.79% 59
2015
Q2 		$1.37M Sell
34,285
-1,115
-3% -$46.4K 0.96% 52
2015
Q1 		$1.33M Sell
35,400
-1,682
-5% -$65.6K 0.94% 54
2014
Q4 		$1.51M Buy
37,082
+29
+0.1% +$1.24K 1.07% 50
2014
Q3 		$1.62M Buy
37,053
+185
+0.5% +$8.43K 1.21% 34
2014
Q2 		$1.61M Buy
36,868
+1,706
+5% +$76K 1.2% 35
2014
Q1 		$1.54M Buy
35,162
+3,946
+13% +$179K 1.19% 33
2013
Q4 		$1.48K Buy
31,216
+157
+0.5% +$7.43K 0.45% 36
2013
Q3 		$1.45M Buy
31,059
+41
+0.1% +$1.95K 1.25% 32
2013
Q2 		$1.39M Buy
+31,018
New +$1.45M 1.32% 30

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

PacWest Financial Management's HSBC Position: Q1 2016 in Review

PacWest Financial Management sold out of HSBC (HSBC) in Q1 2016, closing a stake of 10,073 shares — an estimated $354K sold.

PacWest Financial Management first reported a position in HSBC in Q2 2013 and held it in 11 quarters. The position peaked at $1.62M in Q3 2014. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • PacWest Financial Management reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • PacWest Financial Management sold 10,073 HSBC shares in Q1 2016, an estimated $354K.
  • PacWest Financial Management first reported a position in HSBC in Q2 2013 and held it in 11 quarters.
  • PacWest Financial Management's HSBC position peaked at $1.62M in Q3 2014.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on PacWest Financial Management's 13F filing for Q1 2016, filed 25 Apr 2016.