Palladiem’s HSBC HSBC Stock Holding History

Palladiem’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 Q3	–	Sell	-160	Closed	-$6K	–	183
2015 Q2	$6K	Sell	160 -2	-1%	-$83	0.01%	193
2015 Q1	$6K	Sell	162 -4	-2%	-$156	﹤0.01%	144
2014 Q4	$7K	Buy	+166	New	+$7.08K	0.01%	152

Other funds holding HSBC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palladiem's HSBC Position: Q3 2015 in Review

Palladiem sold out of HSBC (HSBC) in Q3 2015, closing a stake of 160 shares — an estimated $6K sold.

Palladiem first reported a position in HSBC in Q4 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 338 funds tracked by Wall St. Rank hold HSBC as of Q3 2015.

Palladiem reported no remaining HSBC position as of Q3 2015 after selling out during the quarter.
Palladiem sold 160 HSBC shares in Q3 2015, an estimated $6K.
Palladiem first reported a position in HSBC in Q4 2014 and held it in 3 quarters.
Palladiem's HSBC position peaked at $7K in Q4 2014.
338 funds tracked by Wall St. Rank held HSBC as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.