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Cypress Wealth Advisors’s HSBC HSBC Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-8,174
Closed -$301K – 126
2017
Q1 		$301K Sell
8,174
-282
-3% -$10.6K 0.14% 143
2016
Q4 		$307K Buy
8,456
+417
+5% +$14.8K 0.14% 133
2016
Q3 		$273K Buy
+8,039
New +$252K 0.12% 145
2016
Q2 		– Sell
-8,603
Closed -$239K – 198
2016
Q1 		$239K Buy
+8,603
New +$254K 0.11% 160
2015
Q3 		– Sell
-5,657
Closed -$226K – 187
2015
Q2 		$226K Buy
+5,657
New +$236K 0.13% 132

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Cypress Wealth Advisors's HSBC Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of HSBC (HSBC) in Q2 2017, closing a stake of 8,174 shares — an estimated $301K sold.

Cypress Wealth Advisors first reported a position in HSBC in Q2 2015 and held it in 5 quarters. The position peaked at $307K in Q4 2016. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining HSBC position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 8,174 HSBC shares in Q2 2017, an estimated $301K.
  • Cypress Wealth Advisors first reported a position in HSBC in Q2 2015 and held it in 5 quarters.
  • Cypress Wealth Advisors's HSBC position peaked at $307K in Q4 2016.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.