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Convergence Investment Partners’s HSBC HSBC Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-722
Closed -$32K – 574
2018
Q1 		$32K Buy
+722
New +$34.4K ﹤0.01% 503
2015
Q3 		– Sell
-6,605
Closed -$264K – 375
2015
Q2 		$264K Buy
6,605
+933
+16% +$38.9K 0.03% 330
2015
Q1 		$213K Sell
5,672
-3,596
-39% -$140K 0.03% 346
2014
Q4 		$377K Sell
9,268
-278
-3% -$11.9K 0.05% 313
2014
Q3 		$418K Buy
9,546
+1,262
+15% +$57.5K 0.06% 307
2014
Q2 		$363K Sell
8,284
-3,703
-31% -$165K 0.05% 315
2014
Q1 		$525K Sell
11,987
-2,202
-16% -$99.9K 0.08% 275
2013
Q4 		$674K Sell
14,189
-2,636
-16% -$125K 0.11% 225
2013
Q3 		$787K Sell
16,825
-3,369
-17% -$160K 0.17% 170
2013
Q2 		$903K Buy
+20,194
New +$945K 0.23% 140

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Convergence Investment Partners's HSBC Position: Q2 2018 in Review

Convergence Investment Partners sold out of HSBC (HSBC) in Q2 2018, closing a stake of 722 shares — an estimated $32K sold.

Convergence Investment Partners first reported a position in HSBC in Q2 2013 and held it in 10 quarters. The position peaked at $903K in Q2 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

  • Convergence Investment Partners reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 722 HSBC shares in Q2 2018, an estimated $32K.
  • Convergence Investment Partners first reported a position in HSBC in Q2 2013 and held it in 10 quarters.
  • Convergence Investment Partners's HSBC position peaked at $903K in Q2 2013.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.