Barnett & Company’s HSBC HSBC Stock Holding History

Barnett & Company’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 Q1	–	Sell	-20	Closed	-$1K	–	395
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	440
2019 Q3	$1K	Buy	+20	New	+$775	﹤0.01%	376

Other funds holding HSBC

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

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

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

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Barnett & Company's HSBC Position: Q1 2020 in Review

Barnett & Company sold out of HSBC (HSBC) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Barnett & Company first reported a position in HSBC in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Barnett & Company reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Barnett & Company sold 20 HSBC shares in Q1 2020, an estimated $1K.
Barnett & Company first reported a position in HSBC in Q3 2019 and held it in 2 quarters.
Barnett & Company's HSBC position peaked at $1K in Q4 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.