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Bristol Advisors’s HSBC HSBC Stock Holding History

Bristol Advisors’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
-7,748
Closed -$344K – 68
2018
Q2 		$344K Buy
+7,748
New +$355K 0.68% 26
2017
Q4 		– Sell
-20,575
Closed -$929K – 89
2017
Q3 		$929K Buy
+20,575
New +$910K 0.94% 26

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bristol Advisors's HSBC Position: Q3 2018 in Review

Bristol Advisors sold out of HSBC (HSBC) in Q3 2018, closing a stake of 7,748 shares — an estimated $344K sold.

Bristol Advisors first reported a position in HSBC in Q3 2017 and held it in 2 quarters. The position peaked at $929K in Q3 2017. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Bristol Advisors reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Bristol Advisors sold 7,748 HSBC shares in Q3 2018, an estimated $344K.
  • Bristol Advisors first reported a position in HSBC in Q3 2017 and held it in 2 quarters.
  • Bristol Advisors's HSBC position peaked at $929K in Q3 2017.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Bristol Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.