BC
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Brinker Capital’s HSBC HSBC Stock Holding History

Brinker Capital’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
Q2 		– Sell
-25,163
Closed -$705K – 963
2020
Q1 		$705K Buy
25,163
+5,625
+29% +$195K 0.03% 530
2019
Q4 		$764K Buy
19,538
+1,364
+8% +$51.7K 0.02% 597
2019
Q3 		$696K Buy
18,174
+165
+0.9% +$6.39K 0.02% 606
2019
Q2 		$752K Sell
18,009
-658
-4% -$27.6K 0.03% 573
2019
Q1 		$749K Buy
18,667
+2,626
+16% +$106K 0.03% 556
2018
Q4 		$636K Sell
16,041
-6,285
-28% -$252K 0.03% 528
2018
Q3 		$936K Sell
22,326
-1,558
-7% -$67.5K 0.03% 513
2018
Q2 		$1.06M Buy
23,884
+1,110
+5% +$50.9K 0.04% 462
2018
Q1 		$1.01M Buy
22,774
+3,606
+19% +$172K 0.04% 461
2017
Q4 		$904K Buy
19,168
+1,577
+9% +$71.3K 0.04% 462
2017
Q3 		$794K Buy
17,591
+4,375
+33% +$194K 0.03% 493
2017
Q2 		$560K Buy
+13,216
New +$513K 0.03% 494

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brinker Capital's HSBC Position: Q2 2020 in Review

Brinker Capital sold out of HSBC (HSBC) in Q2 2020, closing a stake of 25,163 shares — an estimated $705K sold.

Brinker Capital first reported a position in HSBC in Q2 2017 and held it in 12 quarters. The position peaked at $1.06M in Q2 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Brinker Capital reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Brinker Capital sold 25,163 HSBC shares in Q2 2020, an estimated $705K.
  • Brinker Capital first reported a position in HSBC in Q2 2017 and held it in 12 quarters.
  • Brinker Capital's HSBC position peaked at $1.06M in Q2 2018.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.