CMBA
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C.M. Bidwell & Associates’s HSBC HSBC Stock Holding History

C.M. Bidwell & Associates’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
2017
Q4 		– Sell
-8,104
Closed -$366K – 420
2017
Q3 		$366K Buy
+8,104
New +$358K 0.56% 63

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

C.M. Bidwell & Associates's HSBC Position: Q4 2017 in Review

C.M. Bidwell & Associates sold out of HSBC (HSBC) in Q4 2017, closing a stake of 8,104 shares — an estimated $366K sold.

C.M. Bidwell & Associates first reported a position in HSBC in Q3 2017 and held it in 1 quarter. The position peaked at $366K in Q3 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • C.M. Bidwell & Associates reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 8,104 HSBC shares in Q4 2017, an estimated $366K.
  • C.M. Bidwell & Associates first reported a position in HSBC in Q3 2017 and held it in 1 quarter.
  • C.M. Bidwell & Associates's HSBC position peaked at $366K in Q3 2017.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2017, filed 2 Feb 2018.