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Rockefeller Financial Services’s HSBC HSBC Stock Holding History

Rockefeller Financial 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
2017
Q4 		$9K Hold
197
– – ﹤0.01% 496
2017
Q3 		$9K Buy
+197
New +$8.71K ﹤0.01% 505
2014
Q3 		– Sell
-519
Closed -$23K – 533
2014
Q2 		$23K Buy
+519
New +$23.1K ﹤0.01% 458
2014
Q1 		– Sell
-73
Closed -$3K – 519
2013
Q4 		$3K Buy
+73
New +$3.46K ﹤0.01% 492

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Rockefeller Financial Services's HSBC Position: Q4 2017 in Review

Rockefeller Financial Services held its HSBC (HSBC) position steady in Q4 2017 at 197 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Rockefeller Financial Services first reported a position in HSBC in Q4 2013 and has held it in 4 quarters since. The position peaked at $23K in Q2 2014. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • Rockefeller Financial Services held 197 shares of HSBC worth $9K as of Q4 2017.
  • Rockefeller Financial Services left its HSBC share count unchanged in Q4 2017.
  • HSBC made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #496 holding.
  • Rockefeller Financial Services first reported a position in HSBC in Q4 2013 and has held it in 4 quarters since.
  • Rockefeller Financial Services's HSBC position peaked at $23K in Q2 2014.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.