Placemark Investments’s HSBC HSBC Stock Holding History

Placemark 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
2014 Q4	$8.5M	Sell	208,876 -1,596	-0.8%	-$68.1K	0.15%	168
2014 Q3	$9.23M	Buy	210,472 +31,310	+17%	+$1.43M	0.17%	140
2014 Q2	$7.84M	Buy	179,162 +7,949	+5%	+$354K	0.14%	174
2014 Q1	$7.5M	Sell	171,213 -238,724	-58%	-$10.8M	0.14%	157
2013 Q4	$19.5M	Buy	409,937 +27,971	+7%	+$1.32M	0.32%	60
2013 Q3	$17.9M	Buy	381,966 +10,494	+3%	+$498K	0.34%	56
2013 Q2	$16.6M	Buy	+371,472	New	+$17.4M	0.36%	55

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

Placemark Investments's HSBC Position: Q4 2014 in Review

Placemark Investments reduced its HSBC (HSBC) stake by 0.76% in Q4 2014, selling an estimated $68.1K and leaving 208,876 shares worth $8.5M. The position accounts for 0.15% of the portfolio, ranked #168.

Placemark Investments first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since. The position peaked at $19.5M in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Placemark Investments held 208,876 shares of HSBC worth $8.5M as of Q4 2014.
Placemark Investments sold 1,596 HSBC shares in Q4 2014, an estimated $68.1K.
HSBC made up 0.15% of Placemark Investments's portfolio in Q4 2014, its #168 holding.
Placemark Investments first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's HSBC position peaked at $19.5M in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.