BFS
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Bradley Foster & Sargent’s HSBC HSBC Stock Holding History

Bradley Foster & Sargent’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
Q3 		– Sell
-6,000
Closed -$250K – 348
2019
Q2 		$250K Sell
6,000
-71
-1% -$2.97K 0.01% 317
2019
Q1 		$243K Sell
6,071
-152
-2% -$6.13K 0.01% 322
2018
Q4 		$247K Sell
6,223
-75
-1% -$3K 0.01% 314
2018
Q3 		$264K Sell
6,298
-70
-1% -$3.03K 0.01% 330
2018
Q2 		$283K Sell
6,368
-80,964
-93% -$3.71M 0.01% 323
2018
Q1 		$3.88M Buy
87,332
+80,765
+1,230% +$3.84M 0.15% 125
2017
Q4 		$310K Hold
6,567
– – 0.01% 305
2017
Q3 		$296K Hold
6,567
– – 0.01% 310
2017
Q2 		$278K Sell
6,567
-75
-1% -$2.91K 0.01% 313
2017
Q1 		$245K Buy
+6,642
New +$250K 0.01% 316
2016
Q1 		– Sell
-28,100
Closed -$988K – 339
2015
Q4 		$988K Sell
28,100
-10,572
-27% -$373K 0.05% 184
2015
Q3 		$1.3M Sell
38,672
-14,861
-28% -$556K 0.06% 172
2015
Q2 		$2.14M Sell
53,533
-3,471
-6% -$145K 0.1% 149
2015
Q1 		$2.14M Sell
57,004
-62,859
-52% -$2.45M 0.1% 144
2014
Q4 		$4.88M Sell
119,863
-119,776
-50% -$5.11M 0.23% 102
2014
Q3 		$10.5M Buy
239,639
+33,372
+16% +$1.52M 0.5% 71
2014
Q2 		$9.03M Sell
206,267
-7,311
-3% -$326K 0.44% 75
2014
Q1 		$9.35M Buy
213,578
+22,369
+12% +$1.02M 0.49% 69
2013
Q4 		$9.08M Buy
191,209
+52,841
+38% +$2.5M 0.48% 66
2013
Q3 		$6.47M Buy
+138,368
New +$6.57M 0.38% 79

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Bradley Foster & Sargent's HSBC Position: Q3 2019 in Review

Bradley Foster & Sargent sold out of HSBC (HSBC) in Q3 2019, closing a stake of 6,000 shares — an estimated $250K sold.

Bradley Foster & Sargent first reported a position in HSBC in Q3 2013 and held it in 20 quarters. The position peaked at $10.5M in Q3 2014. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Bradley Foster & Sargent reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Bradley Foster & Sargent sold 6,000 HSBC shares in Q3 2019, an estimated $250K.
  • Bradley Foster & Sargent first reported a position in HSBC in Q3 2013 and held it in 20 quarters.
  • Bradley Foster & Sargent's HSBC position peaked at $10.5M in Q3 2014.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Bradley Foster & Sargent's 13F filing for Q3 2019, filed 30 Oct 2019.