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Shelter Insurance Retirement Plan’s HSBC HSBC Stock Holding History

Shelter Insurance Retirement Plan’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
Q2 		– Sell
-70,214
Closed -$3.08M – 46
2014
Q1 		$3.08M Hold
70,214
– – 1.27% 35
2013
Q4 		$3.33M Hold
70,214
– – 1.32% 36
2013
Q3 		$3.28M Hold
70,214
– – 1.39% 32
2013
Q2 		$3.14M Buy
+70,214
New +$3.29M 1.36% 33

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelter Insurance Retirement Plan's HSBC Position: Q2 2014 in Review

Shelter Insurance Retirement Plan sold out of HSBC (HSBC) in Q2 2014, closing a stake of 70,214 shares — an estimated $3.08M sold.

Shelter Insurance Retirement Plan first reported a position in HSBC in Q2 2013 and held it in 4 quarters. The position peaked at $3.33M in Q4 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

  • Shelter Insurance Retirement Plan reported no remaining HSBC position as of Q2 2014 after selling out during the quarter.
  • Shelter Insurance Retirement Plan sold 70,214 HSBC shares in Q2 2014, an estimated $3.08M.
  • Shelter Insurance Retirement Plan first reported a position in HSBC in Q2 2013 and held it in 4 quarters.
  • Shelter Insurance Retirement Plan's HSBC position peaked at $3.33M in Q4 2013.
  • 379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Shelter Insurance Retirement Plan's 13F filing for Q2 2014, filed 22 Jul 2014.