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Ferris Capital’s HSBC HSBC Stock Holding History

Ferris Capital’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
Q2 		– Sell
-607
Closed -$24K – 365
2019
Q1 		$24K Sell
607
-15
-2% -$604 0.01% 333
2018
Q4 		$25K Sell
622
-8
-1% -$320 0.01% 311
2018
Q3 		$26K Sell
630
-7
-1% -$303 0.01% 338
2018
Q2 		$28K Sell
637
-6
-0.9% -$275 0.01% 318
2018
Q1 		$29K Buy
+643
New +$30.6K 0.01% 347
2017
Q3 		– Sell
-766
Closed -$32K – 345
2017
Q2 		$32K Buy
+766
New +$29.7K 0.02% 295

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ferris Capital's HSBC Position: Q2 2019 in Review

Ferris Capital sold out of HSBC (HSBC) in Q2 2019, closing a stake of 607 shares — an estimated $24K sold.

Ferris Capital first reported a position in HSBC in Q2 2017 and held it in 6 quarters. The position peaked at $32K in Q2 2017. 421 funds tracked by Wall St. Rank hold HSBC as of Q2 2019.

  • Ferris Capital reported no remaining HSBC position as of Q2 2019 after selling out during the quarter.
  • Ferris Capital sold 607 HSBC shares in Q2 2019, an estimated $24K.
  • Ferris Capital first reported a position in HSBC in Q2 2017 and held it in 6 quarters.
  • Ferris Capital's HSBC position peaked at $32K in Q2 2017.
  • 421 funds tracked by Wall St. Rank held HSBC as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.