Zweig-DiMenna Associates’s HSBC HSBC Stock Holding History

Zweig-DiMenna Associates’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
2017 Q2	–	Sell	-6,863	Closed	-$253K	–	226
2017 Q1	$253K	Buy	+6,863	New	+$258K	0.02%	139
2016 Q2	–	Sell	-8,418	Closed	-$233K	–	175
2016 Q1	$233K	Buy	+8,418	New	+$249K	0.02%	158
2015 Q4	–	Sell	-10,999	Closed	-$371K	–	270
2015 Q3	$371K	Buy	+10,999	New	+$411K	0.02%	163
2015 Q1	–	Sell	-5,803	Closed	-$236K	–	307
2014 Q4	$236K	Buy	+5,803	New	+$247K	0.01%	244

Other funds holding HSBC

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MICM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Zweig-DiMenna Associates's HSBC Position: Q2 2017 in Review

Zweig-DiMenna Associates sold out of HSBC (HSBC) in Q2 2017, closing a stake of 6,863 shares — an estimated $253K sold.

Zweig-DiMenna Associates first reported a position in HSBC in Q4 2014 and held it in 4 quarters. The position peaked at $371K in Q3 2015. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

Zweig-DiMenna Associates reported no remaining HSBC position as of Q2 2017 after selling out during the quarter.
Zweig-DiMenna Associates sold 6,863 HSBC shares in Q2 2017, an estimated $253K.
Zweig-DiMenna Associates first reported a position in HSBC in Q4 2014 and held it in 4 quarters.
Zweig-DiMenna Associates's HSBC position peaked at $371K in Q3 2015.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2017, filed 7 Aug 2017.