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Elkfork Partners’s HSBC HSBC Stock Holding History

Elkfork Partners’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
Q4 		– Sell
-14,849
Closed -$622K – 1034
2018
Q3 		$622K Sell
14,849
-165
-1% -$7.15K 0.01% 535
2018
Q2 		$667K Sell
15,014
-152
-1% -$6.97K 0.02% 447
2018
Q1 		$674K Sell
15,166
-316
-2% -$15K 0.02% 443
2017
Q4 		$730K Hold
15,482
– – 0.02% 432
2017
Q3 		$699K Hold
15,482
– – 0.02% 405
2017
Q2 		$656K Sell
15,482
-178
-1% -$6.91K 0.02% 422
2017
Q1 		$577K Hold
15,660
– – 0.02% 418
2016
Q4 		$568K Buy
+15,660
New +$555K 0.02% 389

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Elkfork Partners's HSBC Position: Q4 2018 in Review

Elkfork Partners sold out of HSBC (HSBC) in Q4 2018, closing a stake of 14,849 shares — an estimated $622K sold.

Elkfork Partners first reported a position in HSBC in Q4 2016 and held it in 8 quarters. The position peaked at $730K in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Elkfork Partners reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Elkfork Partners sold 14,849 HSBC shares in Q4 2018, an estimated $622K.
  • Elkfork Partners first reported a position in HSBC in Q4 2016 and held it in 8 quarters.
  • Elkfork Partners's HSBC position peaked at $730K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Elkfork Partners's 13F filing for Q4 2018, filed 13 Feb 2019.