Wilmington Trust National Association’s HSBC HSBC Stock Holding History

Wilmington Trust National Association’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	$434K	Sell	9,920 -396	-4%	-$17.6K	0.02%	390
2014 Q1	$451K	Sell	10,316 -2,747	-21%	-$125K	0.02%	374
2013 Q4	$620K	Sell	13,063 -5,049	-28%	-$239K	0.02%	312
2013 Q3	$846K	Buy	18,112 +2,369	+15%	+$112K	0.03%	253
2013 Q2	$704K	Buy	+15,743	New	+$737K	0.03%	271

Other funds holding HSBC

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MICM

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

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

Wilmington Trust National Association's HSBC Position: Q2 2014 in Review

Wilmington Trust National Association reduced its HSBC (HSBC) stake by 3.8% in Q2 2014, selling an estimated $17.6K and leaving 9,920 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #390.

Wilmington Trust National Association first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $846K in Q3 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

Wilmington Trust National Association held 9,920 shares of HSBC worth $434K as of Q2 2014.
Wilmington Trust National Association sold 396 HSBC shares in Q2 2014, an estimated $17.6K.
HSBC made up 0.02% of Wilmington Trust National Association's portfolio in Q2 2014, its #390 holding.
Wilmington Trust National Association first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust National Association's HSBC position peaked at $846K in Q3 2013.
379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.