Berkeley Capital Partners’s HSBC HSBC Stock Holding History

Berkeley Capital Partners’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	-10,438	Closed	-$408K	–	122
2019 Q4	$408K	Buy	10,438 +2,718	+35%	+$103K	0.21%	89
2019 Q3	$295K	Sell	7,720 -6,804	-47%	-$264K	0.16%	111
2019 Q2	$606K	Buy	14,524 +2,509	+21%	+$105K	0.28%	67
2019 Q1	$482K	Sell	12,015 -467	-4%	-$18.8K	0.24%	83
2018 Q4	$495K	Sell	12,482 -8,483	-40%	-$340K	0.28%	69
2018 Q3	$879K	Sell	20,965 -2,561	-11%	-$111K	0.5%	47
2018 Q2	$1.04M	Sell	23,526 -4,358	-16%	-$200K	0.61%	37
2018 Q1	$1.24M	Sell	27,884 -1,804	-6%	-$85.8K	0.72%	27
2017 Q4	$1.4M	Buy	29,688 +748	+3%	+$33.8K	0.92%	22
2017 Q3	$1.31M	Buy	28,940 +2,605	+10%	+$115K	0.87%	23
2017 Q2	$1.08M	Buy	26,335 +1,418	+6%	+$55K	0.73%	28
2017 Q1	$919K	Sell	24,917 -3,980	-14%	-$150K	0.62%	37
2016 Q4	$1.05M	Buy	28,897 +1,452	+5%	+$51.5K	0.76%	29
2016 Q3	$932K	Buy	+27,445	New	+$861K	0.66%	34

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

Berkeley Capital Partners's HSBC Position: Q1 2020 in Review

Berkeley Capital Partners sold out of HSBC (HSBC) in Q1 2020, closing a stake of 10,438 shares — an estimated $408K sold.

Berkeley Capital Partners first reported a position in HSBC in Q3 2016 and held it in 14 quarters. The position peaked at $1.4M in Q4 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Berkeley Capital Partners reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Berkeley Capital Partners sold 10,438 HSBC shares in Q1 2020, an estimated $408K.
Berkeley Capital Partners first reported a position in HSBC in Q3 2016 and held it in 14 quarters.
Berkeley Capital Partners's HSBC position peaked at $1.4M in Q4 2017.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Berkeley Capital Partners's 13F filing for Q1 2020, filed 21 Apr 2020.