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CPWM LLC’s HSBC HSBC Stock Holding History

CPWM LLC’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
-15,253
Closed -$639K – 271
2018
Q3 		$639K Sell
15,253
-990
-6% -$42.9K 0.09% 152
2018
Q2 		$721K Sell
16,243
-290
-2% -$13.3K 0.11% 138
2018
Q1 		$735K Buy
+16,533
New +$787K 0.11% 137
2014
Q1 		– Sell
-4,251
Closed -$202K – 127
2013
Q4 		$202K Buy
+4,251
New +$201K 0.08% 108

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

CPWM LLC's HSBC Position: Q4 2018 in Review

CPWM LLC sold out of HSBC (HSBC) in Q4 2018, closing a stake of 15,253 shares — an estimated $639K sold.

CPWM LLC first reported a position in HSBC in Q4 2013 and held it in 4 quarters. The position peaked at $735K in Q1 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • CPWM LLC reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • CPWM LLC sold 15,253 HSBC shares in Q4 2018, an estimated $639K.
  • CPWM LLC first reported a position in HSBC in Q4 2013 and held it in 4 quarters.
  • CPWM LLC's HSBC position peaked at $735K in Q1 2018.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on CPWM LLC's 13F filing for Q4 2018, filed 8 Feb 2019.