DCM
HSBC icon

Dynamic Capital Management’s HSBC HSBC Stock Holding History

Dynamic Capital 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
2018
Q1 		– Sell
-4,428
Closed -$209K – 156
2017
Q4 		$209K Buy
+4,428
New +$200K 0.07% 223
2016
Q3 		– Sell
-11,336
Closed -$316K – 405
2016
Q2 		$316K Sell
11,336
-48,978
-81% -$1.39M 0.04% 363
2016
Q1 		$1.67M Buy
+60,314
New +$1.78M 0.62% 29
2015
Q3 		– Sell
-7,105
Closed -$284K – 386
2015
Q2 		$284K Sell
7,105
-2,393
-25% -$99.7K 0.07% 216
2015
Q1 		$357K Sell
9,498
-9,201
-49% -$359K 0.13% 175
2014
Q4 		$761K Sell
18,699
-21,262
-53% -$907K 0.4% 68
2014
Q3 		$1.75M Sell
39,961
-25
-0.1% -$1.14K 0.45% 66
2014
Q2 		$1.75M Buy
39,986
+19,365
+94% +$863K 0.49% 52
2014
Q1 		$903K Sell
20,621
-29,759
-59% -$1.35M 0.29% 103
2013
Q4 		$2.39M Buy
50,380
+45,540
+941% +$2.16M 0.45% 51
2013
Q3 		$226K Sell
4,840
-11,640
-71% -$552K 0.05% 387
2013
Q2 		$737K Buy
+16,480
New +$771K 0.19% 166

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dynamic Capital Management's HSBC Position: Q1 2018 in Review

Dynamic Capital Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,428 shares — an estimated $209K sold.

Dynamic Capital Management first reported a position in HSBC in Q2 2013 and held it in 12 quarters. The position peaked at $2.39M in Q4 2013. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Dynamic Capital Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Dynamic Capital Management sold 4,428 HSBC shares in Q1 2018, an estimated $209K.
  • Dynamic Capital Management first reported a position in HSBC in Q2 2013 and held it in 12 quarters.
  • Dynamic Capital Management's HSBC position peaked at $2.39M in Q4 2013.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Dynamic Capital Management's 13F filing for Q1 2018, filed 14 May 2018.