UAS
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United Asset Strategies’s HSBC HSBC Stock Holding History

United Asset Strategies’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
2015
Q3 		– Sell
-17,122
Closed -$684K – 132
2015
Q2 		$684K Buy
17,122
+1,845
+12% +$76.8K 0.31% 77
2015
Q1 		$669K Sell
15,277
-246
-2% -$9.59K 0.31% 74
2014
Q4 		$632K Sell
15,523
-191
-1% -$8.14K 0.27% 79
2014
Q3 		$689K Buy
+15,714
New +$716K 0.31% 78

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Asset Strategies's HSBC Position: Q3 2015 in Review

United Asset Strategies sold out of HSBC (HSBC) in Q3 2015, closing a stake of 17,122 shares — an estimated $684K sold.

United Asset Strategies first reported a position in HSBC in Q3 2014 and held it in 4 quarters. The position peaked at $689K in Q3 2014. 338 funds tracked by Wall St. Rank hold HSBC as of Q3 2015.

  • United Asset Strategies reported no remaining HSBC position as of Q3 2015 after selling out during the quarter.
  • United Asset Strategies sold 17,122 HSBC shares in Q3 2015, an estimated $684K.
  • United Asset Strategies first reported a position in HSBC in Q3 2014 and held it in 4 quarters.
  • United Asset Strategies's HSBC position peaked at $689K in Q3 2014.
  • 338 funds tracked by Wall St. Rank held HSBC as of Q3 2015.

Based on United Asset Strategies's 13F filing for Q3 2015, filed 4 Nov 2015.