Bridgeworth’s HSBC HSBC Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-443	Closed	-$19K	–	303
2018 Q2	$19K	Buy	+443	New	+$20.3K	0.01%	382

Other funds holding HSBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bridgeworth's HSBC Position: Q3 2018 in Review

Bridgeworth sold out of HSBC (HSBC) in Q3 2018, closing a stake of 443 shares — an estimated $19K sold.

Bridgeworth first reported a position in HSBC in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

Bridgeworth reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 443 HSBC shares in Q3 2018, an estimated $19K.
Bridgeworth first reported a position in HSBC in Q2 2018 and held it in 1 quarter.
Bridgeworth's HSBC position peaked at $19K in Q2 2018.
414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.