Wellington Management Group
HSBC icon

Wellington Management Group’s HSBC HSBC Stock Holding History

Wellington Management Group’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
2018
Q4 		– Sell
-10,469
Closed -$439K – 2110
2018
Q3 		$439K Buy
+10,469
New +$454K ﹤0.01% 2071
2014
Q2 		– Sell
-6,468,894
Closed -$283M – 2188
2014
Q1 		$283M Sell
6,468,894
-29,321
-0.5% -$1.33M 0.08% 270
2013
Q4 		$309M Buy
6,498,215
+832,124
+15% +$39.4M 0.09% 246
2013
Q3 		$265M Buy
5,666,091
+1,577,090
+39% +$74.8M 0.08% 265
2013
Q2 		$183M Buy
+4,089,001
New +$191M 0.06% 328

Other funds holding HSBC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
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

Wellington Management Group's HSBC Position: Q4 2018 in Review

Wellington Management Group sold out of HSBC (HSBC) in Q4 2018, closing a stake of 10,469 shares — an estimated $439K sold.

Wellington Management Group first reported a position in HSBC in Q2 2013 and held it in 5 quarters. The position peaked at $309M in Q4 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Wellington Management Group reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 10,469 HSBC shares in Q4 2018, an estimated $439K.
  • Wellington Management Group first reported a position in HSBC in Q2 2013 and held it in 5 quarters.
  • Wellington Management Group's HSBC position peaked at $309M in Q4 2013.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.