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Aviance Capital Management’s HSBC HSBC Stock Holding History

Aviance 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
2017
Q1 		– Sell
-61,487
Closed -$2.23M – 195
2016
Q4 		$2.23M Sell
61,487
-7,209
-10% -$256K 0.12% 98
2016
Q3 		$2.33M Sell
68,696
-10,960
-14% -$344K 0.06% 145
2016
Q2 		$2.22M Buy
+79,656
New +$2.25M 0.07% 137

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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aviance Capital Management's HSBC Position: Q1 2017 in Review

Aviance Capital Management sold out of HSBC (HSBC) in Q1 2017, closing a stake of 61,487 shares — an estimated $2.23M sold.

Aviance Capital Management first reported a position in HSBC in Q2 2016 and held it in 3 quarters. The position peaked at $2.33M in Q3 2016. 351 funds tracked by Wall St. Rank hold HSBC as of Q1 2017.

  • Aviance Capital Management reported no remaining HSBC position as of Q1 2017 after selling out during the quarter.
  • Aviance Capital Management sold 61,487 HSBC shares in Q1 2017, an estimated $2.23M.
  • Aviance Capital Management first reported a position in HSBC in Q2 2016 and held it in 3 quarters.
  • Aviance Capital Management's HSBC position peaked at $2.33M in Q3 2016.
  • 351 funds tracked by Wall St. Rank held HSBC as of Q1 2017.

Based on Aviance Capital Management's 13F filing for Q1 2017, filed 1 Jun 2017.