Partnervest Advisory Services’s HSBC HSBC Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-96	Closed	-$4K	–	433
2014 Q2	$4K	Sell	96 -119	-55%	-$5.3K	﹤0.01%	875
2014 Q1	$9K	Hold	215	–	–	﹤0.01%	671
2013 Q4	$10K	Hold	215	–	–	﹤0.01%	637
2013 Q3	$10K	Hold	215	–	–	0.01%	652
2013 Q2	$10K	Buy	+215	New	+$10.1K	﹤0.01%	602

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Partnervest Advisory Services's HSBC Position: Q3 2014 in Review

Partnervest Advisory Services sold out of HSBC (HSBC) in Q3 2014, closing a stake of 96 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in HSBC in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

Partnervest Advisory Services reported no remaining HSBC position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 96 HSBC shares in Q3 2014, an estimated $4K.
Partnervest Advisory Services first reported a position in HSBC in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's HSBC position peaked at $10K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.