BKA
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Brick & Kyle Associates’s HSBC HSBC Stock Holding History

Brick & Kyle Associates’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
2016
Q4 		– Sell
-94
Closed -$3K – 432
2016
Q3 		$3K Sell
94
-1
-1% -$31 ﹤0.01% 400
2016
Q2 		$3K Hold
95
– – ﹤0.01% 406
2016
Q1 		$3K Hold
95
– – ﹤0.01% 400
2015
Q4 		$3K Hold
95
– – ﹤0.01% 390
2015
Q3 		$3K Buy
+95
New +$3.55K ﹤0.01% 400

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brick & Kyle Associates's HSBC Position: Q4 2016 in Review

Brick & Kyle Associates sold out of HSBC (HSBC) in Q4 2016, closing a stake of 94 shares — an estimated $3K sold.

Brick & Kyle Associates first reported a position in HSBC in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q3 2016. 349 funds tracked by Wall St. Rank hold HSBC as of Q4 2016.

  • Brick & Kyle Associates reported no remaining HSBC position as of Q4 2016 after selling out during the quarter.
  • Brick & Kyle Associates sold 94 HSBC shares in Q4 2016, an estimated $3K.
  • Brick & Kyle Associates first reported a position in HSBC in Q3 2015 and held it in 5 quarters.
  • Brick & Kyle Associates's HSBC position peaked at $3K in Q3 2016.
  • 349 funds tracked by Wall St. Rank held HSBC as of Q4 2016.

Based on Brick & Kyle Associates's 13F filing for Q4 2016, filed 5 Jan 2017.