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Bridgecreek Investment Management’s HSBC HSBC Stock Holding History

Bridgecreek Investment Management’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
-6,025
Closed -$236K – 96
2019
Q4 		$236K Hold
6,025
– – 0.04% 110
2019
Q3 		$231K Hold
6,025
– – 0.05% 107
2019
Q2 		$251K Sell
6,025
-97
-2% -$4.06K 0.05% 96
2019
Q1 		$246K Sell
6,122
-153
-2% -$6.17K 0.05% 99
2018
Q4 		$249K Sell
6,275
-76
-1% -$3.04K 0.07% 87
2018
Q3 		$266K Sell
6,351
-70
-1% -$3.03K 0.05% 101
2018
Q2 		$285K Sell
6,421
-65
-1% -$2.98K 0.06% 99
2018
Q1 		$288K Sell
6,486
-135
-2% -$6.42K 0.06% 95
2017
Q4 		$312K Sell
6,621
-6,567
-50% -$297K 0.07% 89
2017
Q3 		$595K Sell
13,188
-2,736
-17% -$121K 0.16% 70
2017
Q2 		$675K Sell
15,924
-183
-1% -$7.1K 0.18% 75
2017
Q1 		$594K Sell
16,107
-166
-1% -$6.24K 0.16% 73
2016
Q4 		$591K Hold
16,273
– – 0.17% 74
2016
Q3 		$553K Buy
16,273
+7,266
+81% +$228K 0.17% 71
2016
Q2 		$251K Buy
+9,007
New +$255K 0.08% 84

Other funds holding HSBC

Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgecreek Investment Management's HSBC Position: Q1 2020 in Review

Bridgecreek Investment Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 6,025 shares — an estimated $236K sold.

Bridgecreek Investment Management first reported a position in HSBC in Q2 2016 and held it in 15 quarters. The position peaked at $675K in Q2 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Bridgecreek Investment Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Bridgecreek Investment Management sold 6,025 HSBC shares in Q1 2020, an estimated $236K.
  • Bridgecreek Investment Management first reported a position in HSBC in Q2 2016 and held it in 15 quarters.
  • Bridgecreek Investment Management's HSBC position peaked at $675K in Q2 2017.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Bridgecreek Investment Management's 13F filing for Q1 2020, filed 1 May 2020.