Shoker Investment Counsel’s HSBC HSBC Stock Holding History

Shoker Investment Counsel’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	-5,418	Closed	-$237K	–	100
2014 Q3	$237K	Hold	5,418	–	–	0.22%	79
2014 Q2	$237K	Hold	5,418	–	–	0.21%	79
2014 Q1	$237K	Sell	5,418 -342	-6%	-$15.5K	0.22%	78
2013 Q4	$274K	Buy	+5,760	New	+$273K	0.25%	74

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

Shoker Investment Counsel's HSBC Position: Q4 2014 in Review

Shoker Investment Counsel sold out of HSBC (HSBC) in Q4 2014, closing a stake of 5,418 shares — an estimated $237K sold.

Shoker Investment Counsel first reported a position in HSBC in Q4 2013 and held it in 4 quarters. The position peaked at $274K in Q4 2013. 376 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

Shoker Investment Counsel reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
Shoker Investment Counsel sold 5,418 HSBC shares in Q4 2014, an estimated $237K.
Shoker Investment Counsel first reported a position in HSBC in Q4 2013 and held it in 4 quarters.
Shoker Investment Counsel's HSBC position peaked at $274K in Q4 2013.
376 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Shoker Investment Counsel's 13F filing for Q4 2014, filed 17 Feb 2015.