Enlightenment Research’s HSBC HSBC Stock Holding History

Enlightenment Research’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	-3,526	Closed	-$140K	–	360
2018 Q4	$140K	Buy	+3,526	New	+$141K	0.17%	125

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

Enlightenment Research's HSBC Position: Q1 2019 in Review

Enlightenment Research sold out of HSBC (HSBC) in Q1 2019, closing a stake of 3,526 shares — an estimated $140K sold.

Enlightenment Research first reported a position in HSBC in Q4 2018 and held it in 1 quarter. The position peaked at $140K in Q4 2018. 433 funds tracked by Wall St. Rank hold HSBC as of Q1 2019.

Enlightenment Research reported no remaining HSBC position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 3,526 HSBC shares in Q1 2019, an estimated $140K.
Enlightenment Research first reported a position in HSBC in Q4 2018 and held it in 1 quarter.
Enlightenment Research's HSBC position peaked at $140K in Q4 2018.
433 funds tracked by Wall St. Rank held HSBC as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.