TradeWorx’s HSBC HSBC Stock Holding History

TradeWorx’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	$288K	Sell	6,577 -1,485	-18%	-$67.6K	0.38%	98
2014 Q2	$353K	Buy	+8,062	New	+$359K	0.29%	136
2013 Q3	–	Sell	-6,615	Closed	-$296K	–	494
2013 Q2	$296K	Buy	+6,615	New	+$310K	0.13%	273

Other funds holding HSBC

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TradeWorx's HSBC Position: Q3 2014 in Review

TradeWorx reduced its HSBC (HSBC) stake by 18% in Q3 2014, selling an estimated $67.6K and leaving 6,577 shares worth $288K. The position accounts for 0.38% of the portfolio, ranked #98.

TradeWorx first reported a position in HSBC in Q2 2013 and has held it in 3 quarters since. The position peaked at $353K in Q2 2014. 376 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

TradeWorx held 6,577 shares of HSBC worth $288K as of Q3 2014.
TradeWorx sold 1,485 HSBC shares in Q3 2014, an estimated $67.6K.
HSBC made up 0.38% of TradeWorx's portfolio in Q3 2014, its #98 holding.
TradeWorx first reported a position in HSBC in Q2 2013 and has held it in 3 quarters since.
TradeWorx's HSBC position peaked at $353K in Q2 2014.
376 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.