Edge Wealth Management’s HSBC HSBC Stock Holding History

Edge 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
2018 Q3	–	Sell	-111	Closed	-$5K	–	626
2018 Q2	$5K	Sell	111 -2	-2%	-$92	﹤0.01%	488
2018 Q1	$5K	Sell	113 -2	-2%	-$95	﹤0.01%	453
2017 Q4	$5K	Hold	115	–	–	﹤0.01%	445
2017 Q3	$5K	Hold	115	–	–	﹤0.01%	438
2017 Q2	$5K	Sell	115 -1	-0.9%	-$39	﹤0.01%	433
2017 Q1	$4K	Hold	116	–	–	﹤0.01%	422
2016 Q4	$4K	Hold	116	–	–	﹤0.01%	400
2016 Q3	$4K	Sell	116 -2	-2%	-$63	﹤0.01%	401
2016 Q2	$3K	Sell	118 -11	-9%	-$311	﹤0.01%	388
2016 Q1	$4K	Hold	129	–	–	﹤0.01%	351
2015 Q4	$5K	Hold	129	–	–	﹤0.01%	346
2015 Q3	$4K	Hold	129	–	–	﹤0.01%	360
2015 Q2	$5K	Sell	129 -1	-0.8%	-$42	﹤0.01%	344
2015 Q1	$5K	Buy	130 +8	+7%	+$312	﹤0.01%	346
2014 Q4	$5K	Buy	+122	New	+$5.2K	﹤0.01%	343

Other funds holding HSBC

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

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

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

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

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

SCCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Edge Wealth Management's HSBC Position: Q3 2018 in Review

Edge Wealth Management sold out of HSBC (HSBC) in Q3 2018, closing a stake of 111 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in HSBC in Q4 2014 and held it in 15 quarters. The position peaked at $5K in Q2 2018. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

Edge Wealth Management reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
Edge Wealth Management sold 111 HSBC shares in Q3 2018, an estimated $5K.
Edge Wealth Management first reported a position in HSBC in Q4 2014 and held it in 15 quarters.
Edge Wealth Management's HSBC position peaked at $5K in Q2 2018.
414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.