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Wilmington Trust’s HSBC HSBC Stock Holding History

Wilmington Trust’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 		$1.72M Sell
39,305
-31,817
-45% -$1.42M 0.03% 290
2014
Q1 		$3.12M Sell
71,122
-12,176
-15% -$553K 0.05% 196
2013
Q4 		$3.96M Buy
83,298
+2,330
+3% +$110K 0.07% 169
2013
Q3 		$3.79M Buy
80,968
+4,261
+6% +$202K 0.07% 163
2013
Q2 		$3.43M Buy
+76,707
New +$3.59M 0.07% 173

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 Trust's HSBC Position: Q2 2014 in Review

Wilmington Trust reduced its HSBC (HSBC) stake by 45% in Q2 2014, selling an estimated $1.42M and leaving 39,305 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #290.

Wilmington Trust first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.96M in Q4 2013. 379 funds tracked by Wall St. Rank hold HSBC as of Q2 2014.

  • Wilmington Trust held 39,305 shares of HSBC worth $1.72M as of Q2 2014.
  • Wilmington Trust sold 31,817 HSBC shares in Q2 2014, an estimated $1.42M.
  • HSBC made up 0.03% of Wilmington Trust's portfolio in Q2 2014, its #290 holding.
  • Wilmington Trust first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's HSBC position peaked at $3.96M in Q4 2013.
  • 379 funds tracked by Wall St. Rank held HSBC as of Q2 2014.

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