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Bruderman Asset Management’s HSBC HSBC Stock Holding History

Bruderman Asset 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
2015
Q3 		– Sell
-140
Closed -$6K – 436
2015
Q2 		$6K Buy
+140
New +$5.83K ﹤0.01% 376

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SCCM
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Bank of America
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MICM
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Northern Trust
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Bruderman Asset Management's HSBC Position: Q3 2015 in Review

Bruderman Asset Management sold out of HSBC (HSBC) in Q3 2015, closing a stake of 140 shares — an estimated $6K sold.

Bruderman Asset Management first reported a position in HSBC in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 338 funds tracked by Wall St. Rank hold HSBC as of Q3 2015.

  • Bruderman Asset Management reported no remaining HSBC position as of Q3 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 140 HSBC shares in Q3 2015, an estimated $6K.
  • Bruderman Asset Management first reported a position in HSBC in Q2 2015 and held it in 1 quarter.
  • Bruderman Asset Management's HSBC position peaked at $6K in Q2 2015.
  • 338 funds tracked by Wall St. Rank held HSBC as of Q3 2015.

Based on Bruderman Asset Management's 13F filing for Q3 2015, filed 19 Nov 2015.