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Turner Investments’s HSBC HSBC Stock Holding History

Turner Investments’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
Q2 		– Sell
-7,141
Closed -$313K – 596
2014
Q1 		$313K Sell
7,141
-150
-2% -$6.81K 0.01% 515
2013
Q4 		$346K Buy
7,291
+2,901
+66% +$137K 0.01% 517
2013
Q3 		$205K Sell
4,390
-3,262
-43% -$155K ﹤0.01% 561
2013
Q2 		$342K Buy
+7,652
New +$358K ﹤0.01% 531

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Turner Investments's HSBC Position: Q2 2014 in Review

Turner Investments sold out of HSBC (HSBC) in Q2 2014, closing a stake of 7,141 shares — an estimated $313K sold.

Turner Investments first reported a position in HSBC in Q2 2013 and held it in 4 quarters. The position peaked at $346K in Q4 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

  • Turner Investments reported no remaining HSBC position as of Q2 2014 after selling out during the quarter.
  • Turner Investments sold 7,141 HSBC shares in Q2 2014, an estimated $313K.
  • Turner Investments first reported a position in HSBC in Q2 2013 and held it in 4 quarters.
  • Turner Investments's HSBC position peaked at $346K in Q4 2013.
  • 379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Turner Investments's 13F filing for Q2 2014, filed 11 Aug 2014.