Clifford Swan Investment Counsel’s HSBC HSBC Stock Holding History

Clifford Swan Investment Counsel’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 Q1	–	Sell	-4,465	Closed	-$211K	–	315
2017 Q4	$211K	Sell	4,465 -13	-0.3%	-$588	0.01%	302
2017 Q3	$202K	Buy	+4,478	New	+$198K	0.01%	302
2013 Q4	–	Sell	-5,066	Closed	-$237K	–	236
2013 Q3	$237K	Hold	5,066	–	–	0.02%	208
2013 Q2	$227K	Buy	+5,066	New	+$237K	0.02%	207

Other funds holding HSBC

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

PPA

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

Clifford Swan Investment Counsel's HSBC Position: Q1 2018 in Review

Clifford Swan Investment Counsel sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,465 shares — an estimated $211K sold.

Clifford Swan Investment Counsel first reported a position in HSBC in Q2 2013 and held it in 4 quarters. The position peaked at $237K in Q3 2013. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Clifford Swan Investment Counsel reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Clifford Swan Investment Counsel sold 4,465 HSBC shares in Q1 2018, an estimated $211K.
Clifford Swan Investment Counsel first reported a position in HSBC in Q2 2013 and held it in 4 quarters.
Clifford Swan Investment Counsel's HSBC position peaked at $237K in Q3 2013.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2018, filed 9 May 2018.