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AFAM Capital’s HSBC HSBC Stock Holding History

AFAM Capital’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 		$2.14M Sell
51,101
-876
-2% -$38K 0.3% 110
2018
Q2 		$2.31M Sell
51,977
-1,638
-3% -$75.1K 0.34% 100
2018
Q1 		$2.38M Sell
53,615
-644
-1% -$30.6K 0.26% 126
2017
Q4 		$2.56M Sell
54,259
-25
-0% -$1.13K 0.28% 124
2017
Q3 		$2.45M Sell
54,284
-3,657
-6% -$162K 0.3% 125
2017
Q2 		$2.46M Buy
57,941
+6,419
+12% +$249K 0.31% 118
2017
Q1 		$1.9M Buy
51,522
+11,030
+27% +$414K 0.26% 133
2016
Q4 		$1.47M Sell
40,492
-3,387
-8% -$120K 0.22% 137
2016
Q3 		$1.49M Sell
43,879
-1,613
-4% -$50.6K 0.24% 128
2016
Q2 		$1.27M Buy
45,492
+733
+2% +$20.7K 0.21% 138
2016
Q1 		$1.24M Sell
44,759
-390
-0.9% -$11.5K 0.2% 139
2015
Q4 		$1.59M Sell
45,149
-8,573
-16% -$303K 0.25% 123
2015
Q3 		$1.81M Buy
53,722
+1,812
+3% +$67.7K 0.28% 112
2015
Q2 		$2.07M Buy
51,910
+1,020
+2% +$42.5K 0.28% 111
2015
Q1 		$1.91M Buy
50,890
+98
+0.2% +$3.82K 0.25% 111
2014
Q4 		$2.07M Sell
50,792
-1,833
-3% -$78.2K 0.26% 104
2014
Q3 		$2.31M Buy
52,625
+1,787
+4% +$81.4K 0.29% 101
2014
Q2 		$2.23M Buy
50,838
+882
+2% +$39.3K 0.28% 107
2014
Q1 		$2.19M Buy
49,956
+6,431
+15% +$292K 0.29% 107
2013
Q4 		$2.07M Sell
43,525
-2,142
-5% -$101K 0.28% 104
2013
Q3 		$2.13M Buy
45,667
+6,378
+16% +$303K 0.29% 102
2013
Q2 		$1.76M Buy
+39,289
New +$1.84M 0.24% 109

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

AFAM Capital's HSBC Position: Q3 2018 in Review

AFAM Capital reduced its HSBC (HSBC) stake by 1.7% in Q3 2018, selling an estimated $38K and leaving 51,101 shares worth $2.14M. The position accounts for 0.3% of the portfolio, ranked #110.

AFAM Capital first reported a position in HSBC in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.56M in Q4 2017. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • AFAM Capital held 51,101 shares of HSBC worth $2.14M as of Q3 2018.
  • AFAM Capital sold 876 HSBC shares in Q3 2018, an estimated $38K.
  • HSBC made up 0.3% of AFAM Capital's portfolio in Q3 2018, its #110 holding.
  • AFAM Capital first reported a position in HSBC in Q2 2013 and has held it in 22 quarters since.
  • AFAM Capital's HSBC position peaked at $2.56M in Q4 2017.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.