Sterne Agee Group’s HSBC HSBC Stock Holding History

Sterne Agee Group’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	-13,244	Closed	-$580K	–	275
2014 Q1	$580K	Buy	+13,244	New	+$601K	0.11%	220

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterne Agee Group's HSBC Position: Q2 2014 in Review

Sterne Agee Group sold out of HSBC (HSBC) in Q2 2014, closing a stake of 13,244 shares — an estimated $580K sold.

Sterne Agee Group first reported a position in HSBC in Q1 2014 and held it in 1 quarter. The position peaked at $580K in Q1 2014. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

Sterne Agee Group reported no remaining HSBC position as of Q2 2014 after selling out during the quarter.
Sterne Agee Group sold 13,244 HSBC shares in Q2 2014, an estimated $580K.
Sterne Agee Group first reported a position in HSBC in Q1 2014 and held it in 1 quarter.
Sterne Agee Group's HSBC position peaked at $580K in Q1 2014.
379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Sterne Agee Group's 13F filing for Q2 2014, filed 14 Aug 2014.