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Cornerstone Advisors (Washington)’s HSBC HSBC Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$36K Sell
1,861
-287
-13% -$6.29K ﹤0.01% 309
2020
Q2 		$50K Sell
2,148
-2,069
-49% -$51.4K 0.01% 259
2020
Q1 		$118K Buy
4,217
+3,250
+336% +$113K 0.02% 119
2019
Q4 		$38K Buy
967
+331
+52% +$12.6K ﹤0.01% 274
2019
Q3 		$24K Sell
636
-2,389
-79% -$92.6K ﹤0.01% 319
2019
Q2 		$126K Buy
3,025
+472
+18% +$19.8K 0.01% 220
2019
Q1 		$102K Buy
2,553
+1,033
+68% +$41.6K 0.01% 226
2018
Q4 		$60K Buy
1,520
+595
+64% +$23.8K 0.01% 263
2018
Q3 		$39K Buy
925
+44
+5% +$1.91K 0.03% 375
2018
Q2 		$39K Buy
881
+220
+33% +$10.1K 0.03% 355
2018
Q1 		$29K Buy
661
+108
+20% +$5.14K 0.02% 416
2017
Q4 		$26K Hold
553
– – 0.02% 428
2017
Q3 		$25K Buy
553
+80
+17% +$3.54K 0.02% 435
2017
Q2 		$20K Buy
473
+17
+4% +$660 0.01% 493
2017
Q1 		$17K Hold
456
– – 0.01% 519
2016
Q4 		$17K Buy
456
+249
+120% +$8.83K 0.01% 528
2016
Q3 		$7K Buy
207
+143
+223% +$4.49K 0.01% 627
2016
Q2 		$2K Buy
64
+7
+12% +$198 ﹤0.01% 727
2016
Q1 		$2K Sell
57
-65
-53% -$1.92K ﹤0.01% 726
2015
Q4 		$4K Buy
122
+46
+61% +$1.62K ﹤0.01% 600
2015
Q3 		$3K Sell
76
-47
-38% -$1.76K ﹤0.01% 645
2015
Q2 		$5K Buy
123
+47
+62% +$1.96K ﹤0.01% 408
2015
Q1 		$3K Sell
76
-92
-55% -$3.59K ﹤0.01% 524
2014
Q4 		$7K Buy
+168
New +$7.16K 0.01% 348
2014
Q2 		– Sell
-1,096
Closed -$48K – 673
2014
Q1 		$48K Hold
1,096
– – 0.06% 81
2013
Q4 		$52K Hold
1,096
– – 0.07% 72
2013
Q3 		$51K Hold
1,096
– – 0.09% 70
2013
Q2 		$49K Buy
+1,096
New +$51.3K 0.12% 29

Other funds holding HSBC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisors (Washington)'s HSBC Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its HSBC (HSBC) stake by 13% in Q3 2020, selling an estimated $6.29K and leaving 1,861 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Cornerstone Advisors (Washington) first reported a position in HSBC in Q2 2013 and has held it in 28 quarters since. The position peaked at $126K in Q2 2019. 238 funds tracked by Wall St. Rank hold HSBC as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,861 shares of HSBC worth $36K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 287 HSBC shares in Q3 2020, an estimated $6.29K.
  • HSBC made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #309 holding.
  • Cornerstone Advisors (Washington) first reported a position in HSBC in Q2 2013 and has held it in 28 quarters since.
  • Cornerstone Advisors (Washington)'s HSBC position peaked at $126K in Q2 2019.
  • 238 funds tracked by Wall St. Rank held HSBC as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.