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Santa Fe Partners’s HSBC HSBC Stock Holding History

Santa Fe Partners’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
2016
Q1 		– Sell
-18,841
Closed -$663K – 144
2015
Q4 		$663K Sell
18,841
-39,485
-68% -$1.39M 0.11% 308
2015
Q3 		$1.97M Buy
58,326
+10,704
+22% +$400K 0.26% 163
2015
Q2 		$1.9M Sell
47,622
-9,502
-17% -$396K 0.26% 157
2015
Q1 		$2.15M Buy
57,124
+6,468
+13% +$252K 0.26% 159
2014
Q4 		$2.06M Buy
+50,656
New +$2.16M 0.26% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Santa Fe Partners's HSBC Position: Q1 2016 in Review

Santa Fe Partners sold out of HSBC (HSBC) in Q1 2016, closing a stake of 18,841 shares — an estimated $663K sold.

Santa Fe Partners first reported a position in HSBC in Q4 2014 and held it in 5 quarters. The position peaked at $2.15M in Q1 2015. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Santa Fe Partners reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 18,841 HSBC shares in Q1 2016, an estimated $663K.
  • Santa Fe Partners first reported a position in HSBC in Q4 2014 and held it in 5 quarters.
  • Santa Fe Partners's HSBC position peaked at $2.15M in Q1 2015.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.