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WealthTrust Fairport’s HSBC HSBC Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-27
Closed -$1K – 345
2013
Q3 		$1K Buy
+27
New +$1.28K ﹤0.01% 414

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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

WealthTrust Fairport's HSBC Position: Q4 2013 in Review

WealthTrust Fairport sold out of HSBC (HSBC) in Q4 2013, closing a stake of 27 shares — an estimated $1K sold.

WealthTrust Fairport first reported a position in HSBC in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 385 funds tracked by Wall St. Rank hold HSBC as of Q4 2013.

  • WealthTrust Fairport reported no remaining HSBC position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 27 HSBC shares in Q4 2013, an estimated $1K.
  • WealthTrust Fairport first reported a position in HSBC in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's HSBC position peaked at $1K in Q3 2013.
  • 385 funds tracked by Wall St. Rank held HSBC as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.