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Cypress Wealth Services’s HSBC HSBC Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-5,037
Closed -$210K – 261
2019
Q2 		$210K Sell
5,037
-60
-1% -$2.51K 0.06% 241
2019
Q1 		$204K Sell
5,097
-80
-2% -$3.22K 0.06% 236
2018
Q4 		$205K Sell
5,177
-62
-1% -$2.48K 0.08% 195
2018
Q3 		$220K Sell
5,239
-210
-4% -$9.1K 0.08% 197
2018
Q2 		$242K Sell
5,449
-55
-1% -$2.52K 0.09% 188
2018
Q1 		$245K Sell
5,504
-115
-2% -$5.47K 0.1% 158
2017
Q4 		$265K Buy
+5,619
New +$254K 0.11% 158

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
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Cypress Wealth Services's HSBC Position: Q3 2019 in Review

Cypress Wealth Services sold out of HSBC (HSBC) in Q3 2019, closing a stake of 5,037 shares — an estimated $210K sold.

Cypress Wealth Services first reported a position in HSBC in Q4 2017 and held it in 7 quarters. The position peaked at $265K in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

  • Cypress Wealth Services reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 5,037 HSBC shares in Q3 2019, an estimated $210K.
  • Cypress Wealth Services first reported a position in HSBC in Q4 2017 and held it in 7 quarters.
  • Cypress Wealth Services's HSBC position peaked at $265K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.