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BTC Capital Management’s HSBC HSBC Stock Holding History

BTC Capital 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
Q4 		– Sell
-25,144
Closed -$490K – 227
2020
Q3 		$490K Buy
25,144
+13,582
+117% +$298K 0.07% 137
2020
Q2 		$268K Buy
+11,562
New +$287K 0.04% 154
2020
Q1 		– Sell
-6,999
Closed -$272K – 169
2019
Q4 		$272K Sell
6,999
-112
-2% -$4.25K 0.04% 162
2019
Q3 		$272K Sell
7,111
-85
-1% -$3.29K 0.04% 155
2019
Q2 		$300K Sell
7,196
-247
-3% -$10.3K 0.05% 153
2019
Q1 		$299K Sell
7,443
-152
-2% -$6.13K 0.05% 148
2018
Q4 		$301K Sell
7,595
-5,121
-40% -$205K 0.05% 144
2018
Q3 		$533K Sell
12,716
-952
-7% -$41.3K 0.09% 132
2018
Q2 		$610K Sell
13,668
-229
-2% -$10.5K 0.14% 101
2018
Q1 		$620K Buy
13,897
+1,355
+11% +$64.5K 0.1% 141
2017
Q4 		$590K Buy
12,542
+2,715
+28% +$123K 0.1% 124
2017
Q3 		$442K Sell
9,827
-2,917
-23% -$129K 0.08% 132
2017
Q2 		$540K Buy
12,744
+5,030
+65% +$195K 0.1% 129
2017
Q1 		$287K Sell
7,714
-368
-5% -$13.8K 0.05% 146
2016
Q4 		$294K Buy
8,082
+336
+4% +$11.9K 0.06% 145
2016
Q3 		$261K Sell
7,746
-9,452
-55% -$297K 0.05% 147
2016
Q2 		$477K Buy
17,198
+1,314
+8% +$37.2K 0.1% 112
2016
Q1 		$439K Buy
15,884
+107
+0.7% +$3.16K 0.1% 117
2015
Q4 		$555K Buy
15,777
+329
+2% +$11.6K 0.13% 122
2015
Q3 		$525K Buy
15,448
+9,153
+145% +$342K 0.13% 123
2015
Q2 		$251K Sell
6,295
-214
-3% -$8.91K 0.06% 133
2015
Q1 		$244K Buy
6,509
+652
+11% +$25.4K 0.06% 133
2014
Q4 		$238K Buy
5,857
+151
+3% +$6.44K 0.06% 123
2014
Q3 		$250K Buy
+5,706
New +$260K 0.06% 124

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTC Capital Management's HSBC Position: Q4 2020 in Review

BTC Capital Management sold out of HSBC (HSBC) in Q4 2020, closing a stake of 25,144 shares — an estimated $490K sold.

BTC Capital Management first reported a position in HSBC in Q3 2014 and held it in 24 quarters. The position peaked at $620K in Q1 2018. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

  • BTC Capital Management reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
  • BTC Capital Management sold 25,144 HSBC shares in Q4 2020, an estimated $490K.
  • BTC Capital Management first reported a position in HSBC in Q3 2014 and held it in 24 quarters.
  • BTC Capital Management's HSBC position peaked at $620K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on BTC Capital Management's 13F filing for Q4 2020, filed 28 Jan 2021.