Security National Trust’s HSBC HSBC Stock Holding History

Security National Trust’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	–	Sell	-853	Closed	-$37K	–	508
2014 Q3	$37K	Hold	853	–	–	0.02%	297
2014 Q2	$37K	Hold	853	–	–	0.01%	302
2014 Q1	$37K	Hold	853	–	–	0.02%	302
2013 Q4	$41K	Hold	853	–	–	0.02%	291
2013 Q3	$40K	Buy	+853	New	+$40.5K	0.02%	280

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

Security National Trust's HSBC Position: Q4 2014 in Review

Security National Trust sold out of HSBC (HSBC) in Q4 2014, closing a stake of 853 shares — an estimated $37K sold.

Security National Trust first reported a position in HSBC in Q3 2013 and held it in 5 quarters. The position peaked at $41K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Security National Trust reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 853 HSBC shares in Q4 2014, an estimated $37K.
Security National Trust first reported a position in HSBC in Q3 2013 and held it in 5 quarters.
Security National Trust's HSBC position peaked at $41K in Q4 2013.
375 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.