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Bell Bank’s HSBC HSBC Stock Holding History

Bell Bank’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
Q4 		– Sell
-67,800
Closed -$2.6M – 163
2019
Q3 		$2.6M Buy
67,800
+1,620
+2% +$62.8K 0.49% 34
2019
Q2 		$2.76M Sell
66,180
-901
-1% -$37.7K 0.62% 29
2019
Q1 		$2.69M Buy
67,081
+18,778
+39% +$757K 0.72% 29
2018
Q4 		$1.91M Buy
48,303
+3,507
+8% +$140K 0.59% 31
2018
Q3 		$1.88M Buy
44,796
+2,016
+5% +$87.4K 0.58% 38
2018
Q2 		$1.9M Sell
42,780
-1,563
-4% -$71.7K 0.59% 38
2018
Q1 		$1.97M Sell
44,343
-1,327
-3% -$63.1K 0.63% 39
2017
Q4 		$2.15M Sell
45,670
-9,942
-18% -$450K 0.61% 37
2017
Q3 		$2.51M Sell
55,612
-729
-1% -$32.2K 0.73% 33
2017
Q2 		$2.39M Buy
56,341
+939
+2% +$36.5K 0.85% 30
2017
Q1 		$2.04M Sell
55,402
-4,725
-8% -$178K 0.76% 40
2016
Q4 		$2.18M Buy
60,127
+792
+1% +$28.1K 0.85% 37
2016
Q3 		$2.02M Buy
59,335
+2,290
+4% +$71.9K 1.27% 35
2016
Q2 		$1.59M Buy
57,045
+5,206
+10% +$147K 0.92% 44
2016
Q1 		$1.44M Buy
51,839
+11,224
+28% +$332K 0.94% 45
2015
Q4 		$1.43M Buy
+40,615
New +$1.43M 1.02% 42
2014
Q1 		– Sell
-18,820
Closed -$894K – 163
2013
Q4 		$894K Sell
18,820
-2,546
-12% -$121K 0.46% 88
2013
Q3 		$999K Sell
21,366
-356
-2% -$16.9K 0.35% 127
2013
Q2 		$971K Buy
+21,722
New +$1.02M 0.34% 131

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bell Bank's HSBC Position: Q4 2019 in Review

Bell Bank sold out of HSBC (HSBC) in Q4 2019, closing a stake of 67,800 shares — an estimated $2.6M sold.

Bell Bank first reported a position in HSBC in Q2 2013 and held it in 19 quarters. The position peaked at $2.76M in Q2 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Bell Bank reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Bell Bank sold 67,800 HSBC shares in Q4 2019, an estimated $2.6M.
  • Bell Bank first reported a position in HSBC in Q2 2013 and held it in 19 quarters.
  • Bell Bank's HSBC position peaked at $2.76M in Q2 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Bell Bank's 13F filing for Q4 2019, filed 13 Feb 2020.