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Robert N. Shapiro’s HSBC HSBC Stock Holding History

Robert N. Shapiro’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 		$64K Hold
1,583
– – 0.01% 414
2014
Q3 		$69K Hold
1,583
– – 0.01% 424
2014
Q2 		$69K Sell
1,583
-464
-23% -$20.7K 0.01% 418
2014
Q1 		$89K Hold
2,047
– – 0.02% 393
2013
Q4 		$97K Sell
2,047
-1,977
-49% -$93.6K 0.02% 376
2013
Q3 		$188K Sell
4,024
-116
-3% -$5.5K 0.03% 280
2013
Q2 		$185K Buy
+4,140
New +$194K 0.04% 271

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wells Fargo
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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

Robert N. Shapiro's HSBC Position: Q4 2014 in Review

Robert N. Shapiro held its HSBC (HSBC) position steady in Q4 2014 at 1,583 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #414.

Robert N. Shapiro first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since. The position peaked at $188K in Q3 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Robert N. Shapiro held 1,583 shares of HSBC worth $64K as of Q4 2014.
  • Robert N. Shapiro left its HSBC share count unchanged in Q4 2014.
  • HSBC made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #414 holding.
  • Robert N. Shapiro first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's HSBC position peaked at $188K in Q3 2013.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.