CI
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CAZ Investments’s HSBC HSBC Stock Holding History

CAZ Investments’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
Q1 		– Sell
-15,039
Closed -$596K – 29
2018
Q4 		$596K Sell
15,039
-182
-1% -$7.29K 1.74% 26
2018
Q3 		$638K Sell
15,221
-169
-1% -$7.32K 1.74% 25
2018
Q2 		$684K Sell
15,390
-155
-1% -$7.11K 1.88% 23
2018
Q1 		$691K Sell
15,545
-324
-2% -$15.4K 1.33% 24
2017
Q4 		$749K Hold
15,869
– – 1.68% 23
2017
Q3 		$716K Sell
15,869
-10,944
-41% -$484K 0.88% 24
2017
Q2 		$1.14M Sell
26,813
-4,338
-14% -$168K 0.92% 21
2017
Q1 		$1.15M Hold
31,151
– – 0.89% 23
2016
Q4 		$1.13M Hold
31,151
– – 1.33% 22
2016
Q3 		$1.06M Sell
31,151
-9,973
-24% -$313K 0.79% 25
2016
Q2 		$1.15M Sell
41,124
-2,469
-6% -$69.8K 1.22% 20
2016
Q1 		$1.21M Buy
43,593
+6,027
+16% +$178K 1.83% 18
2015
Q4 		$1.32M Buy
37,566
+4,310
+13% +$152K 1.85% 16
2015
Q3 		$1.12M Buy
33,256
+595
+2% +$22.2K 0.9% 15
2015
Q2 		$1.3M Buy
+32,661
New +$1.36M 0.68% 31
2015
Q1 		– Sell
-28,550
Closed -$1.16M – 126
2014
Q4 		$1.16M Buy
+28,550
New +$1.22M 0.83% 35

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
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

CAZ Investments's HSBC Position: Q1 2019 in Review

CAZ Investments sold out of HSBC (HSBC) in Q1 2019, closing a stake of 15,039 shares — an estimated $596K sold.

CAZ Investments first reported a position in HSBC in Q4 2014 and held it in 16 quarters. The position peaked at $1.32M in Q4 2015. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

  • CAZ Investments reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
  • CAZ Investments sold 15,039 HSBC shares in Q1 2019, an estimated $596K.
  • CAZ Investments first reported a position in HSBC in Q4 2014 and held it in 16 quarters.
  • CAZ Investments's HSBC position peaked at $1.32M in Q4 2015.
  • 433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on CAZ Investments's 13F filing for Q1 2019, filed 9 May 2019.