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Financial Advocates Investment Management’s HSBC HSBC Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-4,475
Closed -$211K – 507
2017
Q4 		$211K Buy
+4,475
New +$202K 0.03% 446

Other funds holding HSBC

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Advocates Investment Management's HSBC Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of HSBC (HSBC) in Q1 2018, closing a stake of 4,475 shares — an estimated $211K sold.

Financial Advocates Investment Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,475 HSBC shares in Q1 2018, an estimated $211K.
  • Financial Advocates Investment Management first reported a position in HSBC in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's HSBC position peaked at $211K in Q4 2017.
  • 434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.