Camarda Financial Advisors’s HSBC HSBC Stock Holding History

Camarda Financial 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
2020 Q1	–	Sell	-35,687	Closed	-$1.4M	–	35
2019 Q4	$1.4M	Sell	35,687 -8,819	-20%	-$334K	2.96%	12
2019 Q3	$1.7M	Buy	44,506 +31	+0.1%	+$1.2K	3.97%	14
2019 Q2	$1.86M	Sell	44,475 -7,368	-14%	-$309K	3.64%	8
2019 Q1	$2.08M	Buy	51,843 +924	+2%	+$37.2K	3.97%	8
2018 Q4	$2.02M	Buy	50,919 +50,714	+24,739%	+$2.03M	2.4%	7
2018 Q3	$9K	Sell	205 -2	-1%	-$87	0.01%	179
2018 Q2	$9K	Sell	207 -2	-1%	-$92	0.01%	169
2018 Q1	$9K	Sell	209 -4	-2%	-$190	0.01%	152
2017 Q4	$10K	Hold	213	–	–	0.01%	154
2017 Q3	$10K	Hold	213	–	–	0.01%	175
2017 Q2	$9K	Buy	+213	New	+$8.27K	0.01%	182
2016 Q3	–	Sell	-320	Closed	-$9K	–	226
2016 Q2	$9K	Buy	+320	New	+$9.05K	0.01%	215

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Camarda Financial Advisors's HSBC Position: Q1 2020 in Review

Camarda Financial Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 35,687 shares — an estimated $1.4M sold.

Camarda Financial Advisors first reported a position in HSBC in Q2 2016 and held it in 12 quarters. The position peaked at $2.08M in Q1 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

Camarda Financial Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
Camarda Financial Advisors sold 35,687 HSBC shares in Q1 2020, an estimated $1.4M.
Camarda Financial Advisors first reported a position in HSBC in Q2 2016 and held it in 12 quarters.
Camarda Financial Advisors's HSBC position peaked at $2.08M in Q1 2019.
340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Camarda Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.