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Veritable’s HSBC HSBC Stock Holding History

Veritable’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
Q2 		– Sell
-6,878
Closed -$258K – 803
2015
Q1 		$258K Buy
6,878
+61
+0.9% +$2.38K 0.01% 788
2014
Q4 		$277K Sell
6,817
-217
-3% -$9.25K 0.01% 775
2014
Q3 		$308K Buy
7,034
+1,007
+17% +$45.9K 0.01% 761
2014
Q2 		$264K Buy
6,027
+898
+18% +$40K 0.01% 797
2014
Q1 		$225K Sell
5,129
-284
-5% -$12.9K ﹤0.01% 828
2013
Q4 		$257K Hold
5,413
– – 0.01% 768
2013
Q3 		$253K Sell
5,413
-4,297
-44% -$204K 0.01% 784
2013
Q2 		$434K Buy
+9,710
New +$454K 0.01% 620

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Veritable's HSBC Position: Q2 2015 in Review

Veritable sold out of HSBC (HSBC) in Q2 2015, closing a stake of 6,878 shares — an estimated $258K sold.

Veritable first reported a position in HSBC in Q2 2013 and held it in 8 quarters. The position peaked at $434K in Q2 2013. 349 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

  • Veritable reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 6,878 HSBC shares in Q2 2015, an estimated $258K.
  • Veritable first reported a position in HSBC in Q2 2013 and held it in 8 quarters.
  • Veritable's HSBC position peaked at $434K in Q2 2013.
  • 349 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.