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Windsor Capital Management’s HSBC HSBC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-112
Closed -$3K – 231
2015
Q3 		$3K Buy
+112
New +$4.19K ﹤0.01% 462
2014
Q1 		– Sell
-244
Closed -$12K – 169
2013
Q4 		$12K Buy
+244
New +$11.6K 0.01% 312

Other funds holding HSBC

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Windsor Capital Management's HSBC Position: Q4 2015 in Review

Windsor Capital Management sold out of HSBC (HSBC) in Q4 2015, closing a stake of 112 shares — an estimated $3K sold.

Windsor Capital Management first reported a position in HSBC in Q4 2013 and held it in 2 quarters. The position peaked at $12K in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • Windsor Capital Management reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 112 HSBC shares in Q4 2015, an estimated $3K.
  • Windsor Capital Management first reported a position in HSBC in Q4 2013 and held it in 2 quarters.
  • Windsor Capital Management's HSBC position peaked at $12K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.