Ronald Blue & Co’s HSBC HSBC Stock Holding History

Ronald Blue & Co’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 Q2	$204K	Sell	4,794 -1,155	-19%	-$44.8K	0.01%	214
2017 Q1	$219K	Buy	+5,949	New	+$224K	0.01%	194
2015 Q4	–	Sell	-20,240	Closed	-$684K	–	241
2015 Q3	$684K	Sell	20,240 -2,399	-11%	-$89.7K	0.04%	100
2015 Q2	$904K	Sell	22,639 -6,532	-22%	-$272K	0.04%	92
2015 Q1	$1.1M	Buy	29,171 +543	+2%	+$21.2K	0.05%	77
2014 Q4	$1.17M	Sell	28,628 -426	-1%	-$18.2K	0.06%	78
2014 Q3	$1.27M	Sell	29,054 -2,648	-8%	-$121K	0.08%	60
2014 Q2	$1.39M	Buy	31,702 +2,035	+7%	+$90.7K	0.09%	58
2014 Q1	$1.3M	Buy	29,667 +1,433	+5%	+$65K	0.09%	58
2013 Q4	$1.34M	Buy	28,234 +1,193	+4%	+$56.5K	0.1%	63
2013 Q3	$1.26M	Buy	27,041 +26,750	+9,192%	+$1.27M	0.1%	55
2013 Q2	$13K	Buy	+291	New	+$13.6K	﹤0.01%	219

Other funds holding HSBC

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Ronald Blue & Co's HSBC Position: Q2 2017 in Review

Ronald Blue & Co reduced its HSBC (HSBC) stake by 19% in Q2 2017, selling an estimated $44.8K and leaving 4,794 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #214.

Ronald Blue & Co first reported a position in HSBC in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.39M in Q2 2014. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

Ronald Blue & Co held 4,794 shares of HSBC worth $204K as of Q2 2017.
Ronald Blue & Co sold 1,155 HSBC shares in Q2 2017, an estimated $44.8K.
HSBC made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #214 holding.
Ronald Blue & Co first reported a position in HSBC in Q2 2013 and has held it in 12 quarters since.
Ronald Blue & Co's HSBC position peaked at $1.39M in Q2 2014.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.