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Apriem Advisors’s HSBC HSBC Stock Holding History

Apriem Advisors’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
-3,518
Closed -$156K – 239
2018
Q2 		$156K Buy
+3,518
New +$161K 0.04% 142
2017
Q2 		– Sell
-3,448
Closed -$127K – 312
2017
Q1 		$127K Buy
3,448
+127
+4% +$4.77K 0.03% 154
2016
Q4 		$121K Buy
3,321
+1,328
+67% +$47.1K 0.04% 149
2016
Q3 		$68K Sell
1,993
-1,150
-37% -$36.1K 0.02% 199
2016
Q2 		$88K Buy
3,143
+1,123
+56% +$31.8K 0.03% 172
2016
Q1 		$56K Buy
2,020
+561
+38% +$16.6K 0.02% 188
2015
Q4 		$51K Hold
1,459
– – 0.02% 202
2015
Q3 		$49K Hold
1,459
– – 0.02% 208
2015
Q2 		$58K Sell
1,459
-242
-14% -$10.1K 0.02% 198
2015
Q1 		$64K Sell
1,701
-40
-2% -$1.56K 0.02% 187
2014
Q4 		$71K Sell
1,741
-492
-22% -$21K 0.03% 158
2014
Q3 		$98K Buy
2,233
+1,026
+85% +$46.7K 0.04% 144
2014
Q2 		$53K Buy
1,207
+46
+4% +$2.05K 0.02% 194
2014
Q1 		$51K Hold
1,161
– – 0.02% 212
2013
Q4 		$55K Sell
1,161
-580
-33% -$27.5K 0.02% 196
2013
Q3 		$81K Hold
1,741
– – 0.04% 160
2013
Q2 		$78K Buy
+1,741
New +$81.5K 0.04% 155

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

Apriem Advisors's HSBC Position: Q3 2018 in Review

Apriem Advisors sold out of HSBC (HSBC) in Q3 2018, closing a stake of 3,518 shares — an estimated $156K sold.

Apriem Advisors first reported a position in HSBC in Q2 2013 and held it in 17 quarters. The position peaked at $156K in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Apriem Advisors reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 3,518 HSBC shares in Q3 2018, an estimated $156K.
  • Apriem Advisors first reported a position in HSBC in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's HSBC position peaked at $156K in Q2 2018.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.