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BDO Wealth Advisors’s HSBC HSBC Stock Holding History

BDO Wealth Advisors’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
2018
Q4 		– Sell
-805
Closed -$34K – 582
2018
Q3 		$34K Buy
805
+417
+107% +$18.1K 0.01% 338
2018
Q2 		$17K Sell
388
-10
-3% -$459 0.01% 398
2018
Q1 		$18K Buy
398
+185
+87% +$8.8K 0.01% 338
2017
Q4 		$10K Buy
+213
New +$9.63K ﹤0.01% 337

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

BDO Wealth Advisors's HSBC Position: Q4 2018 in Review

BDO Wealth Advisors sold out of HSBC (HSBC) in Q4 2018, closing a stake of 805 shares — an estimated $34K sold.

BDO Wealth Advisors first reported a position in HSBC in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • BDO Wealth Advisors reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 805 HSBC shares in Q4 2018, an estimated $34K.
  • BDO Wealth Advisors first reported a position in HSBC in Q4 2017 and held it in 4 quarters.
  • BDO Wealth Advisors's HSBC position peaked at $34K in Q3 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.