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Accurate Investment Solutions’s HSBC HSBC Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-106
Closed -$5K – 430
2018
Q2 		$5K Sell
106
-1
-0.9% -$46 ﹤0.01% 338
2018
Q1 		$5K Sell
107
-2
-2% -$95 ﹤0.01% 327
2017
Q4 		$5K Hold
109
– – ﹤0.01% 317
2017
Q3 		$5K Buy
+109
New +$4.82K ﹤0.01% 316
2016
Q4 		– Sell
-2,767
Closed -$94K – 320
2016
Q3 		$94K Buy
+2,767
New +$86.8K 0.09% 76

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Accurate Investment Solutions's HSBC Position: Q3 2018 in Review

Accurate Investment Solutions sold out of HSBC (HSBC) in Q3 2018, closing a stake of 106 shares — an estimated $5K sold.

Accurate Investment Solutions first reported a position in HSBC in Q3 2016 and held it in 5 quarters. The position peaked at $94K in Q3 2016. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Accurate Investment Solutions reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 106 HSBC shares in Q3 2018, an estimated $5K.
  • Accurate Investment Solutions first reported a position in HSBC in Q3 2016 and held it in 5 quarters.
  • Accurate Investment Solutions's HSBC position peaked at $94K in Q3 2016.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.