Wealthfront’s HSBC HSBC Stock Holding History

Wealthfront’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 Q4	–	Sell	-337	Closed	-$11K	–	615
2015 Q3	$11K	Buy	+337	New	+$12.6K	﹤0.01%	924
2014 Q4	–	Sell	-27	Closed	-$1K	–	808
2014 Q3	$1K	Buy	+27	New	+$1.23K	﹤0.01%	642

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealthfront's HSBC Position: Q4 2015 in Review

Wealthfront sold out of HSBC (HSBC) in Q4 2015, closing a stake of 337 shares — an estimated $11K sold.

Wealthfront first reported a position in HSBC in Q3 2014 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

Wealthfront reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 337 HSBC shares in Q4 2015, an estimated $11K.
Wealthfront first reported a position in HSBC in Q3 2014 and held it in 2 quarters.
Wealthfront's HSBC position peaked at $11K in Q3 2015.
340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.