West Oak Capital’s HSBC HSBC Stock Holding History

West Oak Capital’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
2017 Q3	–	Sell	-15	Closed	-$649	–	344
2017 Q2	$649	Hold	15	–	–	﹤0.01%	342
2017 Q1	$571	Hold	15	–	–	﹤0.01%	366
2016 Q4	$563	Hold	15	–	–	﹤0.01%	337
2016 Q3	$527	Sell	15 -1	-6%	-$31	﹤0.01%	371
2016 Q2	$438	Sell	16 -156	-91%	-$4.41K	﹤0.01%	330
2016 Q1	$4.76K	Hold	172	–	–	﹤0.01%	229
2015 Q4	$6.04K	Buy	172 +16	+10%	+$565	﹤0.01%	226
2015 Q3	$5.26K	Hold	156	–	–	﹤0.01%	233
2015 Q2	$6.23K	Sell	156 -2	-1%	-$83	﹤0.01%	228
2015 Q1	$5.92K	Sell	158 -789	-83%	-$30.8K	﹤0.01%	230
2014 Q4	$38.5K	Buy	947 +786	+488%	+$33.5K	0.03%	161
2014 Q3	$7.07K	Hold	161	–	–	0.01%	215
2014 Q2	$7.06K	Hold	161	–	–	0.01%	217
2014 Q1	$7.07K	Hold	161	–	–	0.01%	212
2013 Q4	$7.66K	Hold	161	–	–	0.01%	212
2013 Q3	$7.54K	Hold	161	–	–	0.01%	207
2013 Q2	$7.21K	Buy	+161	New	+$7.53K	0.01%	204

Other funds holding HSBC

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

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

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

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

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

West Oak Capital's HSBC Position: Q3 2017 in Review

West Oak Capital sold out of HSBC (HSBC) in Q3 2017, closing a stake of 15 shares — an estimated $649 sold.

West Oak Capital first reported a position in HSBC in Q2 2013 and held it in 17 quarters. The position peaked at $38.5K in Q4 2014. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

West Oak Capital reported no remaining HSBC position as of Q3 2017 after selling out during the quarter.
West Oak Capital sold 15 HSBC shares in Q3 2017, an estimated $649.
West Oak Capital first reported a position in HSBC in Q2 2013 and held it in 17 quarters.
West Oak Capital's HSBC position peaked at $38.5K in Q4 2014.
387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.