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Weatherly Asset Management’s HSBC HSBC Stock Holding History

Weatherly Asset Management’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
2016
Q1 		– Sell
-6,161
Closed -$216K – 165
2015
Q4 		$216K Buy
+6,161
New +$217K 0.08% 158

Other funds holding HSBC

Fisher Asset Management
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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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Weatherly Asset Management's HSBC Position: Q1 2016 in Review

Weatherly Asset Management sold out of HSBC (HSBC) in Q1 2016, closing a stake of 6,161 shares — an estimated $216K sold.

Weatherly Asset Management first reported a position in HSBC in Q4 2015 and held it in 1 quarter. The position peaked at $216K in Q4 2015. 313 funds tracked by Wall St. Rank hold HSBC as of Q1 2016.

  • Weatherly Asset Management reported no remaining HSBC position as of Q1 2016 after selling out during the quarter.
  • Weatherly Asset Management sold 6,161 HSBC shares in Q1 2016, an estimated $216K.
  • Weatherly Asset Management first reported a position in HSBC in Q4 2015 and held it in 1 quarter.
  • Weatherly Asset Management's HSBC position peaked at $216K in Q4 2015.
  • 313 funds tracked by Wall St. Rank held HSBC as of Q1 2016.

Based on Weatherly Asset Management's 13F filing for Q1 2016, filed 21 Apr 2016.