Exchange Capital Management’s HSBC HSBC Stock Holding History

Exchange 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
2018 Q4	–	Sell	-1,415	Closed	-$59K	–	183
2018 Q3	$59K	Sell	1,415 -16	-1%	-$693	0.02%	154
2018 Q2	$64K	Buy	+1,431	New	+$65.6K	0.02%	156
2016 Q3	–	Sell	-168	Closed	-$5K	–	246
2016 Q2	$5K	Buy	+168	New	+$4.75K	﹤0.01%	207
2015 Q1	–	Sell	-204	Closed	-$9K	–	188
2014 Q4	$9K	Buy	204 +42	+26%	+$1.79K	﹤0.01%	176
2014 Q3	$7K	Buy	162 +4	+3%	+$182	﹤0.01%	198
2014 Q2	$7K	Hold	158	–	–	﹤0.01%	198
2014 Q1	$7K	Hold	158	–	–	﹤0.01%	199
2013 Q4	$7K	Buy	+158	New	+$7.48K	﹤0.01%	175

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

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

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 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

Exchange Capital Management's HSBC Position: Q4 2018 in Review

Exchange Capital Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 1,415 shares — an estimated $59K sold.

Exchange Capital Management first reported a position in HSBC in Q4 2013 and held it in 8 quarters. The position peaked at $64K in Q2 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

Exchange Capital Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 1,415 HSBC shares in Q4 2018, an estimated $59K.
Exchange Capital Management first reported a position in HSBC in Q4 2013 and held it in 8 quarters.
Exchange Capital Management's HSBC position peaked at $64K in Q2 2018.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.