Wasatch Advisors’s HSBC HSBC Stock Holding History

Wasatch Advisors’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	-171,016	Closed	-$6.42M	–	380
2015 Q1	$6.42M	Sell	171,016 -101,402	-37%	-$3.95M	0.07%	213
2014 Q4	$11.1M	Sell	272,418 -5,537	-2%	-$236K	0.12%	169
2014 Q3	$12.2M	Buy	277,955 +87,486	+46%	+$3.98M	0.13%	163
2014 Q2	$8.34M	Buy	+190,469	New	+$8.49M	0.08%	216

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MICM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wasatch Advisors's HSBC Position: Q2 2015 in Review

Wasatch Advisors sold out of HSBC (HSBC) in Q2 2015, closing a stake of 171,016 shares — an estimated $6.42M sold.

Wasatch Advisors first reported a position in HSBC in Q2 2014 and held it in 4 quarters. The position peaked at $12.2M in Q3 2014. 350 funds tracked by Wall St. Rank hold HSBC as of Q2 2015.

Wasatch Advisors reported no remaining HSBC position as of Q2 2015 after selling out during the quarter.
Wasatch Advisors sold 171,016 HSBC shares in Q2 2015, an estimated $6.42M.
Wasatch Advisors first reported a position in HSBC in Q2 2014 and held it in 4 quarters.
Wasatch Advisors's HSBC position peaked at $12.2M in Q3 2014.
350 funds tracked by Wall St. Rank held HSBC as of Q2 2015.

Based on Wasatch Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.