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Covenant Multifamily Offices’s HSBC HSBC Stock Holding History

Covenant Multifamily Offices’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
Q2 		– Sell
-350
Closed -$14K – 188
2019
Q1 		$14K Buy
+350
New +$14.1K ﹤0.01% 174
2018
Q1 		– Sell
-670
Closed -$32K – 86
2017
Q4 		$32K Buy
+670
New +$30.3K 0.02% 81

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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

Covenant Multifamily Offices's HSBC Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of HSBC (HSBC) in Q2 2019, closing a stake of 350 shares — an estimated $14K sold.

Covenant Multifamily Offices first reported a position in HSBC in Q4 2017 and held it in 2 quarters. The position peaked at $32K in Q4 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Covenant Multifamily Offices reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 350 HSBC shares in Q2 2019, an estimated $14K.
  • Covenant Multifamily Offices first reported a position in HSBC in Q4 2017 and held it in 2 quarters.
  • Covenant Multifamily Offices's HSBC position peaked at $32K in Q4 2017.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.