CIAS
HSBC icon

Capital Investment Advisory Services’s HSBC HSBC Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,097
Closed -$42K – 876
2019
Q3 		$42K Buy
1,097
+675
+160% +$26.2K 0.01% 602
2019
Q2 		$17K Buy
422
+199
+89% +$8.34K 0.01% 821
2019
Q1 		$9K Buy
223
+95
+74% +$3.83K ﹤0.01% 855
2018
Q4 		$5K Buy
+128
New +$5.13K ﹤0.01% 931

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Capital Investment Advisory Services's HSBC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of HSBC (HSBC) in Q4 2019, closing a stake of 1,097 shares — an estimated $42K sold.

Capital Investment Advisory Services first reported a position in HSBC in Q4 2018 and held it in 4 quarters. The position peaked at $42K in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,097 HSBC shares in Q4 2019, an estimated $42K.
  • Capital Investment Advisory Services first reported a position in HSBC in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's HSBC position peaked at $42K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.