Tarbox Family Office’s HSBC HSBC Stock Holding History

Tarbox Family Office’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
2017 Q2	–	Sell	-164	Closed	-$6K	–	588
2017 Q1	$6K	Hold	164	–	–	﹤0.01%	346
2016 Q4	$6K	Hold	164	–	–	﹤0.01%	307
2016 Q3	$6K	Sell	164 -2	-1%	-$63	﹤0.01%	300
2016 Q2	$5K	Hold	166	–	–	﹤0.01%	320
2016 Q1	$5K	Hold	166	–	–	﹤0.01%	338
2015 Q4	$6K	Hold	166	–	–	﹤0.01%	289
2015 Q3	$6K	Buy	+166	New	+$6.21K	0.01%	293

Other funds holding HSBC

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Tarbox Family Office's HSBC Position: Q2 2017 in Review

Tarbox Family Office sold out of HSBC (HSBC) in Q2 2017, closing a stake of 164 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in HSBC in Q3 2015 and held it in 7 quarters. The position peaked at $6K in Q1 2017. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

Tarbox Family Office reported no remaining HSBC position as of Q2 2017 after selling out during the quarter.
Tarbox Family Office sold 164 HSBC shares in Q2 2017, an estimated $6K.
Tarbox Family Office first reported a position in HSBC in Q3 2015 and held it in 7 quarters.
Tarbox Family Office's HSBC position peaked at $6K in Q1 2017.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Tarbox Family Office's 13F filing for Q2 2017, filed 19 Jul 2017.