Alexandria Capital’s HSBC HSBC Stock Holding History

Alexandria 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
2017 Q4	–	Sell	-356	Closed	-$16K	–	360
2017 Q3	$16K	Hold	356	–	–	﹤0.01%	368
2017 Q2	$15K	Sell	356 -552	-61%	-$21.4K	﹤0.01%	379
2017 Q1	$33K	Hold	908	–	–	0.01%	290
2016 Q4	$33K	Hold	908	–	–	0.01%	293
2016 Q3	$31K	Sell	908 -12	-1%	-$377	0.01%	299
2016 Q2	$26K	Hold	920	–	–	﹤0.01%	319
2016 Q1	$26K	Hold	920	–	–	﹤0.01%	318
2015 Q4	$32K	Buy	920 +336	+58%	+$11.9K	0.01%	308
2015 Q3	$20K	Hold	584	–	–	﹤0.01%	333
2015 Q2	$23K	Buy	584 +380	+186%	+$15.8K	0.01%	333
2015 Q1	$8K	Sell	204 -5	-2%	-$195	﹤0.01%	434
2014 Q4	$9K	Hold	209	–	–	﹤0.01%	376
2014 Q3	$9K	Buy	209 +93	+80%	+$4.24K	﹤0.01%	356
2014 Q2	$5K	Hold	116	–	–	﹤0.01%	445
2014 Q1	$5K	Hold	116	–	–	﹤0.01%	451
2013 Q4	$6K	Hold	116	–	–	﹤0.01%	425
2013 Q3	$5K	Hold	116	–	–	﹤0.01%	457
2013 Q2	$5K	Buy	+116	New	+$5.43K	﹤0.01%	483

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Alexandria Capital's HSBC Position: Q4 2017 in Review

Alexandria Capital sold out of HSBC (HSBC) in Q4 2017, closing a stake of 356 shares — an estimated $16K sold.

Alexandria Capital first reported a position in HSBC in Q2 2013 and held it in 18 quarters. The position peaked at $33K in Q1 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

Alexandria Capital reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 356 HSBC shares in Q4 2017, an estimated $16K.
Alexandria Capital first reported a position in HSBC in Q2 2013 and held it in 18 quarters.
Alexandria Capital's HSBC position peaked at $33K in Q1 2017.
430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.