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Cypress Capital Management (Wyoming)’s HSBC HSBC Stock Holding History

Cypress Capital Management (Wyoming)’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
Q3 		– Sell
-5,508
Closed -$247K – 354
2018
Q2 		$247K Sell
5,508
-1,032
-16% -$47.3K 0.26% 81
2018
Q1 		$291K Sell
6,540
-1,499
-19% -$71.3K 0.33% 70
2017
Q4 		$379K Sell
8,039
-366
-4% -$16.5K 0.43% 61
2017
Q3 		$379K Buy
+8,405
New +$372K 0.45% 55

Other funds holding HSBC

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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

Cypress Capital Management (Wyoming)'s HSBC Position: Q3 2018 in Review

Cypress Capital Management (Wyoming) sold out of HSBC (HSBC) in Q3 2018, closing a stake of 5,508 shares — an estimated $247K sold.

Cypress Capital Management (Wyoming) first reported a position in HSBC in Q3 2017 and held it in 4 quarters. The position peaked at $379K in Q4 2017. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Cypress Capital Management (Wyoming) reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 5,508 HSBC shares in Q3 2018, an estimated $247K.
  • Cypress Capital Management (Wyoming) first reported a position in HSBC in Q3 2017 and held it in 4 quarters.
  • Cypress Capital Management (Wyoming)'s HSBC position peaked at $379K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q3 2018, filed 31 Oct 2018.