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Symphony Asset Management’s HSBC HSBC Stock Holding History

Symphony Asset Management’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
Q1 		– Sell
-9,934
Closed -$472K – 434
2013
Q4 		$472K Buy
+9,934
New +$470K 0.03% 295

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Symphony Asset Management's HSBC Position: Q1 2014 in Review

Symphony Asset Management sold out of HSBC (HSBC) in Q1 2014, closing a stake of 9,934 shares — an estimated $472K sold.

Symphony Asset Management first reported a position in HSBC in Q4 2013 and held it in 1 quarter. The position peaked at $472K in Q4 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q1 2014.

  • Symphony Asset Management reported no remaining HSBC position as of Q1 2014 after selling out during the quarter.
  • Symphony Asset Management sold 9,934 HSBC shares in Q1 2014, an estimated $472K.
  • Symphony Asset Management first reported a position in HSBC in Q4 2013 and held it in 1 quarter.
  • Symphony Asset Management's HSBC position peaked at $472K in Q4 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q1 2014.

Based on Symphony Asset Management's 13F filing for Q1 2014, filed 15 May 2014.