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UBS’s HSBC HSBC Stock Holding History

UBS’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 		$738K Sell
16,828
-4,991
-23% -$227K ﹤0.01% 3881
2014
Q2 		$955K Buy
21,819
+233
+1% +$10.4K ﹤0.01% 3593
2014
Q1 		$945K Buy
21,586
+10,793
+100% +$490K ﹤0.01% 3535
2013
Q4 		$513K Buy
10,793
+9,052
+520% +$429K ﹤0.01% 4307
2013
Q3 		$81K Sell
1,741
-4,410
-72% -$209K ﹤0.01% 6267
2013
Q2 		$275K Buy
+6,151
New +$288K ﹤0.01% 4747

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
JP Morgan Chase
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

UBS's HSBC Position: Q3 2014 in Review

UBS increased its HSBC (HSBC) stake by 7.7% in Q3 2014, buying an estimated $3.45M and bringing the position to 1,059,555 shares worth $46.5M. The position accounts for 0.03% of the portfolio, ranked #540.

UBS first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2014.

  • UBS held 1,059,555 shares of HSBC worth $46.5M as of Q3 2014.
  • UBS bought 75,737 HSBC shares in Q3 2014, an estimated $3.45M.
  • HSBC made up 0.03% of UBS's portfolio in Q3 2014, its #540 holding.
  • UBS first reported a position in HSBC in Q2 2013 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held HSBC as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.