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Avestar Capital’s HSBC HSBC Stock Holding History

Avestar 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
2019
Q3 		– Sell
-3,745
Closed -$142K – 461
2019
Q2 		$142K Buy
3,745
+143
+4% +$5.99K 0.09% 146
2019
Q1 		$128K Buy
3,602
+1,257
+54% +$50.6K 0.08% 162
2018
Q4 		$77K Sell
2,345
-751
-24% -$30.1K 0.05% 209
2018
Q3 		$112K Buy
3,096
+784
+34% +$34K 0.06% 185
2018
Q2 		$84K Buy
2,312
+138
+6% +$6.33K 0.05% 219
2018
Q1 		$80K Buy
2,174
+333
+18% +$15.8K 0.05% 194
2017
Q4 		$72K Buy
+1,841
New +$83.2K 0.05% 200

Other funds holding HSBC

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Avestar Capital's HSBC Position: Q3 2019 in Review

Avestar Capital sold out of HSBC (HSBC) in Q3 2019, closing a stake of 3,745 shares — an estimated $142K sold.

Avestar Capital first reported a position in HSBC in Q4 2017 and held it in 7 quarters. The position peaked at $142K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Avestar Capital reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 3,745 HSBC shares in Q3 2019, an estimated $142K.
  • Avestar Capital first reported a position in HSBC in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's HSBC position peaked at $142K in Q2 2019.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.