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Ferguson Wellman Capital Management’s HSBC HSBC Stock Holding History

Ferguson Wellman 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
Q1 		– Sell
-6,561
Closed -$256K – 331
2019
Q4 		$256K Sell
6,561
-162,040
-96% -$6.15M 0.01% 319
2019
Q3 		$6.45M Buy
168,601
+6,337
+4% +$246K 0.21% 104
2019
Q2 		$6.77M Buy
162,264
+10,403
+7% +$436K 0.23% 104
2019
Q1 		$6.09M Buy
151,861
+12,338
+9% +$497K 0.21% 104
2018
Q4 		$5.53M Sell
139,523
-65,168
-32% -$2.61M 0.21% 103
2018
Q3 		$8.58M Buy
204,691
+3,421
+2% +$148K 0.28% 92
2018
Q2 		$8.94M Buy
201,270
+69,258
+52% +$3.18M 0.31% 92
2018
Q1 		$5.87M Buy
132,012
+57,862
+78% +$2.75M 0.21% 117
2017
Q4 		$3.5M Buy
74,150
+988
+1% +$44.7K 0.12% 140
2017
Q3 		$3.3M Buy
+73,162
New +$3.24M 0.12% 138
2017
Q2 		– Sell
-6,510
Closed -$240K – 340
2017
Q1 		$240K Buy
+6,510
New +$245K 0.01% 304
2015
Q3 		– Sell
-5,456
Closed -$218K – 315
2015
Q2 		$218K Sell
5,456
-159
-3% -$6.62K 0.01% 312
2015
Q1 		$211K Sell
5,615
-1,582
-22% -$61.7K 0.01% 313
2014
Q4 		$293K Sell
7,197
-4,166
-37% -$178K 0.01% 287
2014
Q3 		$498K Sell
11,363
-5,002
-31% -$228K 0.02% 225
2014
Q2 		$716K Sell
16,365
-92,736
-85% -$4.13M 0.03% 207
2014
Q1 		$4.78M Buy
109,101
+563
+0.5% +$25.5K 0.21% 117
2013
Q4 		$5.16M Buy
108,538
+1,816
+2% +$86K 0.23% 108
2013
Q3 		$4.99M Buy
+106,722
New +$5.06M 0.25% 99

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ferguson Wellman Capital Management's HSBC Position: Q1 2020 in Review

Ferguson Wellman Capital Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 6,561 shares — an estimated $256K sold.

Ferguson Wellman Capital Management first reported a position in HSBC in Q3 2013 and held it in 19 quarters. The position peaked at $8.94M in Q2 2018. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Ferguson Wellman Capital Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 6,561 HSBC shares in Q1 2020, an estimated $256K.
  • Ferguson Wellman Capital Management first reported a position in HSBC in Q3 2013 and held it in 19 quarters.
  • Ferguson Wellman Capital Management's HSBC position peaked at $8.94M in Q2 2018.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.