Destination Wealth Management’s HSBC HSBC Stock Holding History

Destination Wealth Management’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	-938	Closed	-$39K	–	285
2019 Q2	$39K	Sell	938 -11	-1%	-$461	﹤0.01%	306
2019 Q1	$38K	Sell	949 -24	-2%	-$967	﹤0.01%	303
2018 Q4	$39K	Sell	973 -12	-1%	-$480	﹤0.01%	283
2018 Q3	$41K	Sell	985 -30	-3%	-$1.3K	﹤0.01%	316
2018 Q2	$45K	Sell	1,015 -12	-1%	-$550	﹤0.01%	264
2018 Q1	$46K	Buy	+1,027	New	+$48.9K	﹤0.01%	261

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Destination Wealth Management's HSBC Position: Q3 2019 in Review

Destination Wealth Management sold out of HSBC (HSBC) in Q3 2019, closing a stake of 938 shares — an estimated $39K sold.

Destination Wealth Management first reported a position in HSBC in Q1 2018 and held it in 6 quarters. The position peaked at $46K in Q1 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Destination Wealth Management reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 938 HSBC shares in Q3 2019, an estimated $39K.
Destination Wealth Management first reported a position in HSBC in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's HSBC position peaked at $46K in Q1 2018.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.