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Calton & Associates’s HSBC HSBC Stock Holding History

Calton & 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
2018
Q2 		– Sell
-6,014
Closed -$267K – 339
2018
Q1 		$267K Buy
6,014
+1,699
+39% +$80.8K 0.08% 259
2017
Q4 		$217K Buy
+4,315
New +$195K 0.05% 325

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

Calton & Associates's HSBC Position: Q2 2018 in Review

Calton & Associates sold out of HSBC (HSBC) in Q2 2018, closing a stake of 6,014 shares — an estimated $267K sold.

Calton & Associates first reported a position in HSBC in Q4 2017 and held it in 2 quarters. The position peaked at $267K in Q1 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • Calton & Associates reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 6,014 HSBC shares in Q2 2018, an estimated $267K.
  • Calton & Associates first reported a position in HSBC in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's HSBC position peaked at $267K in Q1 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.