ZIM
HSBC icon

Zacks Investment Management’s HSBC HSBC Stock Holding History

Zacks Investment 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
-11,813
Closed -$399K – 601
2015
Q3 		$399K Buy
+11,813
New +$442K 0.01% 459

Other funds holding HSBC

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

Zacks Investment Management's HSBC Position: Q4 2015 in Review

Zacks Investment Management sold out of HSBC (HSBC) in Q4 2015, closing a stake of 11,813 shares — an estimated $399K sold.

Zacks Investment Management first reported a position in HSBC in Q3 2015 and held it in 1 quarter. The position peaked at $399K in Q3 2015. 340 funds tracked by Wall St. Rank hold HSBC as of Q4 2015.

  • Zacks Investment Management reported no remaining HSBC position as of Q4 2015 after selling out during the quarter.
  • Zacks Investment Management sold 11,813 HSBC shares in Q4 2015, an estimated $399K.
  • Zacks Investment Management first reported a position in HSBC in Q3 2015 and held it in 1 quarter.
  • Zacks Investment Management's HSBC position peaked at $399K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q4 2015.

Based on Zacks Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.