BancorpSouth’s HSBC HSBC Stock Holding History

BancorpSouth’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 Q3	$236K	Hold	5,217	–	–	0.02%	223
2017 Q2	$221K	Sell	5,217 -455	-8%	-$17.7K	0.02%	218
2017 Q1	$209K	Hold	5,672	–	–	0.02%	229
2016 Q4	$206K	Buy	+5,672	New	+$201K	0.02%	215
2015 Q3	–	Sell	-6,917	Closed	-$276K	–	236
2015 Q2	$276K	Sell	6,917 -157	-2%	-$6.54K	0.03%	172
2015 Q1	$266K	Buy	7,074 +205	+3%	+$7.99K	0.03%	178
2014 Q4	$280K	Buy	6,869 +219	+3%	+$9.34K	0.03%	189
2014 Q3	$292K	Buy	6,650 +73	+1%	+$3.33K	0.03%	189
2014 Q2	$288K	Buy	6,577 +782	+13%	+$34.8K	0.03%	192
2014 Q1	$254K	Buy	5,795 +150	+3%	+$6.81K	0.03%	203
2013 Q4	$268K	Sell	5,645 -282	-5%	-$13.4K	0.03%	193
2013 Q3	$277K	Buy	5,927 +21	+0.4%	+$996	0.03%	184
2013 Q2	$264K	Buy	+5,906	New	+$276K	0.03%	178

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

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

PPA

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

BancorpSouth's HSBC Position: Q3 2017 in Review

BancorpSouth held its HSBC (HSBC) position steady in Q3 2017 at 5,217 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #223.

BancorpSouth first reported a position in HSBC in Q2 2013 and has held it in 13 quarters since. The position peaked at $292K in Q3 2014. 387 funds tracked by Wall St. Rank hold HSBC as of Q3 2017.

BancorpSouth held 5,217 shares of HSBC worth $236K as of Q3 2017.
BancorpSouth left its HSBC share count unchanged in Q3 2017.
HSBC made up 0.02% of BancorpSouth's portfolio in Q3 2017, its #223 holding.
BancorpSouth first reported a position in HSBC in Q2 2013 and has held it in 13 quarters since.
BancorpSouth's HSBC position peaked at $292K in Q3 2014.
387 funds tracked by Wall St. Rank held HSBC as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.