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Stifel Trust’s HSBC HSBC Stock Holding History

Stifel 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
Q3 		$445K Hold
10,128
– – 0.09% 147
2014
Q2 		$444K Hold
10,128
– – 0.08% 143
2014
Q1 		$444K Hold
10,128
– – 0.08% 139
2013
Q4 		$482K Sell
10,128
-51
-0.5% -$2.42K 0.09% 138
2013
Q3 		$476K Hold
10,179
– – 0.09% 139
2013
Q2 		$456K Buy
+10,179
New +$476K 0.09% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Stifel Trust's HSBC Position: Q3 2014 in Review

Stifel Trust held its HSBC (HSBC) position steady in Q3 2014 at 10,128 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #147.

Stifel Trust first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since. The position peaked at $482K in Q4 2013. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

  • Stifel Trust held 10,128 shares of HSBC worth $445K as of Q3 2014.
  • Stifel Trust left its HSBC share count unchanged in Q3 2014.
  • HSBC made up 0.09% of Stifel Trust's portfolio in Q3 2014, its #147 holding.
  • Stifel Trust first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's HSBC position peaked at $482K in Q4 2013.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.