TCW Group’s HSBC HSBC Stock Holding History

TCW 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
2016 Q2	–	Sell	-68,526	Closed	-$1.9M	–	687
2016 Q1	$1.9M	Buy	68,526 +26,499	+63%	+$784K	0.01%	344
2015 Q4	$1.48M	Buy	+42,027	New	+$1.48M	0.01%	418

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

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

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

SCCM

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

MICM

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

TCW Group's HSBC Position: Q2 2016 in Review

TCW Group sold out of HSBC (HSBC) in Q2 2016, closing a stake of 68,526 shares — an estimated $1.9M sold.

TCW Group first reported a position in HSBC in Q4 2015 and held it in 2 quarters. The position peaked at $1.9M in Q1 2016. 310 funds tracked by Wall St. Rank hold HSBC as of Q2 2016.

TCW Group reported no remaining HSBC position as of Q2 2016 after selling out during the quarter.
TCW Group sold 68,526 HSBC shares in Q2 2016, an estimated $1.9M.
TCW Group first reported a position in HSBC in Q4 2015 and held it in 2 quarters.
TCW Group's HSBC position peaked at $1.9M in Q1 2016.
310 funds tracked by Wall St. Rank held HSBC as of Q2 2016.

Based on TCW Group's 13F filing for Q2 2016, filed 12 Aug 2016.