WFM
HSBC icon

Wilmington Funds Management’s HSBC HSBC Stock Holding History

Wilmington Funds 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
2014
Q2 		$1.7M Hold
38,772
– – 0.17% 140
2014
Q1 		$1.7M Hold
38,772
– – 0.18% 142
2013
Q4 		$1.84M Buy
38,772
+1,534
+4% +$72.6K 0.18% 153
2013
Q3 		$1.74M Hold
37,238
– – 0.17% 160
2013
Q2 		$1.67M Buy
+37,238
New +$1.74M 0.16% 164

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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Funds Management's HSBC Position: Q2 2014 in Review

Wilmington Funds Management held its HSBC (HSBC) position steady in Q2 2014 at 38,772 shares worth $1.7M. The position accounts for 0.17% of the portfolio, ranked #140.

Wilmington Funds Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.84M in Q4 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

  • Wilmington Funds Management held 38,772 shares of HSBC worth $1.7M as of Q2 2014.
  • Wilmington Funds Management left its HSBC share count unchanged in Q2 2014.
  • HSBC made up 0.17% of Wilmington Funds Management's portfolio in Q2 2014, its #140 holding.
  • Wilmington Funds Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's HSBC position peaked at $1.84M in Q4 2013.
  • 379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.