Dougherty Wealth Advisers’s HSBC HSBC Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-473	Closed	-$19K	–	215
2018 Q4	$19K	Buy	+473	New	+$18.9K	0.06%	160

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Dougherty Wealth Advisers's HSBC Position: Q1 2019 in Review

Dougherty Wealth Advisers sold out of HSBC (HSBC) in Q1 2019, closing a stake of 473 shares — an estimated $19K sold.

Dougherty Wealth Advisers first reported a position in HSBC in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

Dougherty Wealth Advisers reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 473 HSBC shares in Q1 2019, an estimated $19K.
Dougherty Wealth Advisers first reported a position in HSBC in Q4 2018 and held it in 1 quarter.
Dougherty Wealth Advisers's HSBC position peaked at $19K in Q4 2018.
433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2019, filed 9 May 2019.