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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.02B 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 $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return