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Chickasaw Capital Management’s HSBC HSBC Stock Holding History

Chickasaw Capital Management’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
Q4 		– Sell
-17,694
Closed -$741K – 98
2018
Q3 		$741K Sell
17,694
-196
-1% -$8.49K 0.02% 71
2018
Q2 		$795K Sell
17,890
-181
-1% -$8.3K 0.02% 71
2018
Q1 		$804K Sell
18,071
-377
-2% -$17.9K 0.02% 72
2017
Q4 		$870K Hold
18,448
– – 0.02% 71
2017
Q3 		$833K Hold
18,448
– – 0.02% 70
2017
Q2 		$782K Sell
18,448
-212
-1% -$8.23K 0.02% 71
2017
Q1 		$688K Hold
18,660
– – 0.01% 69
2016
Q4 		$677K Hold
18,660
– – 0.01% 65
2016
Q3 		$634K Sell
18,660
-259
-1% -$8.13K 0.01% 59
2016
Q2 		$528K Hold
18,919
– – 0.01% 65
2016
Q1 		$525K Hold
18,919
– – 0.02% 67
2015
Q4 		$665K Sell
18,919
-410
-2% -$14.5K 0.02% 68
2015
Q3 		$652K Hold
19,329
– – 0.03% 68
2015
Q2 		$772K Sell
19,329
-204
-1% -$8.5K 0.02% 72
2015
Q1 		$733K Sell
19,533
-4,550
-19% -$177K 0.02% 73
2014
Q4 		$980K Hold
24,083
– – 0.03% 65
2014
Q3 		$1.06M Sell
24,083
-476
-2% -$21.7K 0.04% 65
2014
Q2 		$1.07M Sell
24,559
-1,636
-6% -$72.9K 0.04% 64
2014
Q1 		$1.15M Buy
26,195
+563
+2% +$25.5K 0.06% 64
2013
Q4 		$1.22M Hold
25,632
– – 0.07% 66
2013
Q3 		$1.2M Sell
25,632
-295
-1% -$14K 0.08% 64
2013
Q2 		$1.16M Buy
+25,927
New +$1.21M 0.09% 59

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Chickasaw Capital Management's HSBC Position: Q4 2018 in Review

Chickasaw Capital Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 17,694 shares — an estimated $741K sold.

Chickasaw Capital Management first reported a position in HSBC in Q2 2013 and held it in 22 quarters. The position peaked at $1.22M in Q4 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Chickasaw Capital Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Chickasaw Capital Management sold 17,694 HSBC shares in Q4 2018, an estimated $741K.
  • Chickasaw Capital Management first reported a position in HSBC in Q2 2013 and held it in 22 quarters.
  • Chickasaw Capital Management's HSBC position peaked at $1.22M in Q4 2013.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Chickasaw Capital Management's 13F filing for Q4 2018, filed 11 Jan 2019.