ECM
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ETrade Capital Management’s HSBC HSBC Stock Holding History

ETrade 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
2020
Q2 		– Sell
-49,515
Closed -$1.39M – 873
2020
Q1 		$1.39M Buy
49,515
+4,350
+10% +$151K 0.04% 230
2019
Q4 		$1.77M Sell
45,165
-17,424
-28% -$661K 0.04% 231
2019
Q3 		$2.4M Buy
62,589
+7,490
+14% +$290K 0.06% 191
2019
Q2 		$2.3M Sell
55,099
-12,805
-19% -$536K 0.06% 191
2019
Q1 		$2.72M Buy
67,904
+5,564
+9% +$224K 0.08% 150
2018
Q4 		$2.47M Sell
62,340
-2,934
-4% -$117K 0.08% 141
2018
Q3 		$2.74M Buy
65,274
+9,590
+17% +$416K 0.08% 146
2018
Q2 		$2.47M Buy
55,684
+2,626
+5% +$120K 0.08% 146
2018
Q1 		$2.36M Buy
53,058
+11,796
+29% +$561K 0.08% 154
2017
Q4 		$1.95M Buy
41,262
+8,923
+28% +$403K 0.06% 183
2017
Q3 		$1.46M Buy
32,339
+473
+1% +$20.9K 0.05% 217
2017
Q2 		$1.35M Sell
31,866
-13,319
-29% -$517K 0.05% 203
2017
Q1 		$1.67M Buy
45,185
+14,666
+48% +$551K 0.07% 176
2016
Q4 		$1.11M Buy
30,519
+11,165
+58% +$396K 0.05% 209
2016
Q3 		$658K Buy
19,354
+3,572
+23% +$112K 0.03% 323
2016
Q2 		$440K Sell
15,782
-22,082
-58% -$624K 0.02% 356
2016
Q1 		$1.05M Buy
37,864
+2,907
+8% +$86K 0.06% 193
2015
Q4 		$1.23M Buy
34,957
+498
+1% +$17.6K 0.07% 158
2015
Q3 		$1.16M Buy
34,459
+534
+2% +$20K 0.07% 162
2015
Q2 		$1.35M Sell
33,925
-1,356
-4% -$56.5K 0.08% 158
2015
Q1 		$1.32M Buy
35,281
+16,074
+84% +$626K 0.08% 164
2014
Q4 		$782K Sell
19,207
-620
-3% -$26.4K 0.05% 222
2014
Q3 		$869K Sell
19,827
-1,635
-8% -$74.5K 0.06% 211
2014
Q2 		$939K Sell
21,462
-361
-2% -$16.1K 0.06% 216
2014
Q1 		$956K Sell
21,823
-9,521
-30% -$432K 0.07% 212
2013
Q4 		$1.49M Buy
31,344
+6,108
+24% +$289K 0.12% 117
2013
Q3 		$1.18M Buy
25,236
+5,227
+26% +$248K 0.11% 110
2013
Q2 		$895K Buy
+20,009
New +$936K 0.1% 109

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETrade Capital Management's HSBC Position: Q2 2020 in Review

ETrade Capital Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 49,515 shares — an estimated $1.39M sold.

ETrade Capital Management first reported a position in HSBC in Q2 2013 and held it in 28 quarters. The position peaked at $2.74M in Q3 2018. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • ETrade Capital Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • ETrade Capital Management sold 49,515 HSBC shares in Q2 2020, an estimated $1.39M.
  • ETrade Capital Management first reported a position in HSBC in Q2 2013 and held it in 28 quarters.
  • ETrade Capital Management's HSBC position peaked at $2.74M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on ETrade Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.