Aspen Investment Management’s HSBC HSBC Stock Holding History

Aspen Investment 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
2020 Q2	–	Sell	-17,300	Closed	-$485K	–	118
2020 Q1	$485K	Buy	17,300 +3,600	+26%	+$125K	0.42%	68
2019 Q4	$536K	Hold	13,700	–	–	0.33%	80
2019 Q3	$524K	Hold	13,700	–	–	0.35%	80
2019 Q2	$572K	Sell	13,700 -467	-3%	-$19.6K	0.38%	77
2019 Q1	$568K	Sell	14,167 -354	-2%	-$14.3K	0.4%	77
2018 Q4	$576K	Sell	14,521 -175	-1%	-$7.01K	0.46%	68
2018 Q3	$616K	Sell	14,696 -588	-4%	-$25.5K	0.41%	75
2018 Q2	$679K	Sell	15,284 -154	-1%	-$7.06K	0.47%	65
2018 Q1	$686K	Sell	15,438 -322	-2%	-$15.3K	0.49%	67
2017 Q4	$744K	Hold	15,760	–	–	0.53%	61
2017 Q3	$712K	Buy	+15,760	New	+$697K	0.53%	57

Other funds holding HSBC

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspen Investment Management's HSBC Position: Q2 2020 in Review

Aspen Investment Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 17,300 shares — an estimated $485K sold.

Aspen Investment Management first reported a position in HSBC in Q3 2017 and held it in 11 quarters. The position peaked at $744K in Q4 2017. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

Aspen Investment Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
Aspen Investment Management sold 17,300 HSBC shares in Q2 2020, an estimated $485K.
Aspen Investment Management first reported a position in HSBC in Q3 2017 and held it in 11 quarters.
Aspen Investment Management's HSBC position peaked at $744K in Q4 2017.
273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Aspen Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.