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Alethea Capital Management’s HSBC HSBC Stock Holding History

Alethea Capital 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
2018
Q1 		– Sell
-13,227
Closed -$624K – 93
2017
Q4 		$624K Buy
+13,227
New +$598K 0.99% 33
2017
Q3 		– Sell
-42,850
Closed -$1.82M – 92
2017
Q2 		$1.82M Buy
+42,850
New +$1.66M 2.06% 17

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Alethea Capital Management's HSBC Position: Q1 2018 in Review

Alethea Capital Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 13,227 shares — an estimated $624K sold.

Alethea Capital Management first reported a position in HSBC in Q2 2017 and held it in 2 quarters. The position peaked at $1.82M in Q2 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Alethea Capital Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Alethea Capital Management sold 13,227 HSBC shares in Q1 2018, an estimated $624K.
  • Alethea Capital Management first reported a position in HSBC in Q2 2017 and held it in 2 quarters.
  • Alethea Capital Management's HSBC position peaked at $1.82M in Q2 2017.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Alethea Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.