Pinnacle Summer Investments’s HSBC HSBC Stock Holding History

Pinnacle Summer Investments’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 Q4	$0	Buy	+13	New	+$459	﹤0.01%	883
2015 Q2	–	Sell	-66	Closed	-$2K	–	833
2015 Q1	$2K	Sell	66 -1	-1%	-$39	﹤0.01%	938
2014 Q4	$3K	Hold	67	–	–	﹤0.01%	924
2014 Q3	$3K	Hold	67	–	–	﹤0.01%	947
2014 Q2	$3K	Hold	67	–	–	﹤0.01%	894
2014 Q1	$3K	Sell	67 -929	-93%	-$42.2K	﹤0.01%	852
2013 Q4	$24K	Hold	996	–	–	﹤0.01%	566
2013 Q3	$24K	Hold	996	–	–	﹤0.01%	528
2013 Q2	$23K	Buy	+996	New	+$46.6K	0.01%	477

Other funds holding HSBC

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Pinnacle Summer Investments's HSBC Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in HSBC (HSBC) in Q4 2015: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Pinnacle Summer Investments previously reported a position in HSBC as recently as Q1 2015.

Pinnacle Summer Investments first reported a position in HSBC in Q2 2013 and has held it in 9 quarters since. The position peaked at $24K in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

Pinnacle Summer Investments held 13 shares of HSBC worth $0 as of Q4 2015.
HSBC was a new Pinnacle Summer Investments position in Q4 2015.
HSBC made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #883 holding.
Pinnacle Summer Investments first reported a position in HSBC in Q2 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's HSBC position peaked at $24K in Q4 2013.
340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.