Essex Savings Bank’s HSBC HSBC Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-1,497	Closed	-$63K	–	373
2019 Q2	$63K	Buy	1,497 +1,410	+1,621%	+$59.1K	0.02%	417
2019 Q1	$3K	Sell	87 -2	-2%	-$81	﹤0.01%	594
2018 Q4	$4K	Buy	+89	New	+$3.56K	﹤0.01%	584

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCCM

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

Essex Savings Bank's HSBC Position: Q3 2019 in Review

Essex Savings Bank sold out of HSBC (HSBC) in Q3 2019, closing a stake of 1,497 shares — an estimated $63K sold.

Essex Savings Bank first reported a position in HSBC in Q4 2018 and held it in 3 quarters. The position peaked at $63K in Q2 2019. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Essex Savings Bank reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,497 HSBC shares in Q3 2019, an estimated $63K.
Essex Savings Bank first reported a position in HSBC in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's HSBC position peaked at $63K in Q2 2019.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.