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Stifel Nicolaus & Co’s HSBC HSBC Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$827K Sell
17,687
-1,914
-10% -$90.8K 0.01% 731
2013
Q2 		$877K Buy
+19,601
New +$917K 0.02% 671

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
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Stifel Nicolaus & Co's HSBC Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its HSBC (HSBC) stake by 9.8% in Q3 2013, selling an estimated $90.8K and leaving 17,687 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #731.

Stifel Nicolaus & Co first reported a position in HSBC in Q2 2013 and has held it in 2 quarters since. The position peaked at $877K in Q2 2013. 360 funds tracked by Wall St. Rank hold HSBC as of Q3 2013.

  • Stifel Nicolaus & Co held 17,687 shares of HSBC worth $827K as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,914 HSBC shares in Q3 2013, an estimated $90.8K.
  • HSBC made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #731 holding.
  • Stifel Nicolaus & Co first reported a position in HSBC in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's HSBC position peaked at $877K in Q2 2013.
  • 360 funds tracked by Wall St. Rank held HSBC as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.