D.L. Carlson Investment Group’s HSBC HSBC Stock Holding History

D.L. Carlson Investment Group’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	-11,466	Closed	-$479K	–	152
2019 Q2	$479K	Sell	11,466 -36,204	-76%	-$1.52M	0.15%	105
2019 Q1	$1.91M	Sell	47,670 -2,570	-5%	-$104K	0.56%	67
2018 Q4	$1.99M	Sell	50,240 -3,439	-6%	-$138K	0.66%	63
2018 Q3	$2.25M	Sell	53,679 -6,760	-11%	-$293K	0.63%	65
2018 Q2	$2.68M	Sell	60,439 -1,301	-2%	-$59.7K	0.82%	49
2018 Q1	$2.75M	Sell	61,740 -2,348	-4%	-$112K	0.86%	48
2017 Q4	$3.02M	Buy	64,088 +9,936	+18%	+$449K	0.9%	48
2017 Q3	$2.44M	Buy	+54,152	New	+$2.4M	0.76%	56
2015 Q1	–	Sell	-47,090	Closed	-$1.92M	–	138
2014 Q4	$1.92M	Sell	47,090 -9,099	-16%	-$388K	0.69%	60
2014 Q3	$2.46M	Buy	+56,189	New	+$2.56M	0.92%	43

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

D.L. Carlson Investment Group's HSBC Position: Q3 2019 in Review

D.L. Carlson Investment Group sold out of HSBC (HSBC) in Q3 2019, closing a stake of 11,466 shares — an estimated $479K sold.

D.L. Carlson Investment Group first reported a position in HSBC in Q3 2014 and held it in 10 quarters. The position peaked at $3.02M in Q4 2017. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

D.L. Carlson Investment Group reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
D.L. Carlson Investment Group sold 11,466 HSBC shares in Q3 2019, an estimated $479K.
D.L. Carlson Investment Group first reported a position in HSBC in Q3 2014 and held it in 10 quarters.
D.L. Carlson Investment Group's HSBC position peaked at $3.02M in Q4 2017.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2019, filed 5 Nov 2019.