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Advisor Group’s HSBC HSBC Stock Holding History

Advisor Group’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
2019
Q4 		$1.23M Buy
31,530
+1,966
+7% +$74.6K 0.01% 1074
2019
Q3 		$1.13M Sell
29,564
-804
-3% -$31.2K 0.01% 1064
2019
Q2 		$1.27M Buy
30,368
+2,214
+8% +$92.7K 0.01% 976
2019
Q1 		$1.13M Sell
28,154
-842
-3% -$33.9K 0.01% 1010
2018
Q4 		$1.15M Sell
28,996
-69
-0.2% -$2.76K 0.01% 881
2018
Q3 		$1.22M Buy
29,065
+6,876
+31% +$298K 0.01% 869
2018
Q2 		$986K Sell
22,189
-4,053
-15% -$186K 0.01% 867
2018
Q1 		$1.17M Sell
26,242
-7,540
-22% -$359K 0.02% 785
2017
Q4 		$1.59M Buy
33,782
+4,238
+14% +$192K 0.02% 651
2017
Q3 		$1.33M Buy
29,544
+6,568
+29% +$290K 0.02% 671
2017
Q2 		$974K Buy
22,976
+2,254
+11% +$87.5K 0.02% 767
2017
Q1 		$765K Sell
20,722
-7
-0% -$263 0.02% 843
2016
Q4 		$753K Buy
20,729
+3,731
+22% +$132K 0.02% 786
2016
Q3 		$578K Buy
16,998
+1,202
+8% +$37.7K 0.01% 895
2016
Q2 		$438K Buy
+15,796
New +$447K 0.01% 990

Other funds holding HSBC

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Advisor Group's HSBC Position: Q4 2019 in Review

Advisor Group increased its HSBC (HSBC) stake by 6.6% in Q4 2019, buying an estimated $74.6K and bringing the position to 31,530 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1074.

Advisor Group first reported a position in HSBC in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.59M in Q4 2017. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Advisor Group held 31,530 shares of HSBC worth $1.23M as of Q4 2019.
  • Advisor Group bought 1,966 HSBC shares in Q4 2019, an estimated $74.6K.
  • HSBC made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1074 holding.
  • Advisor Group first reported a position in HSBC in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's HSBC position peaked at $1.59M in Q4 2017.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.