Financial Architects (New Jersey)’s HSBC HSBC Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-10,414	Closed	-$263K	–	1398
2018 Q1	$263K	Buy	+10,414	New	+$496K	0.05%	252
2017 Q4	–	Sell	-672	Closed	-$30K	–	1530
2017 Q3	$30K	Buy	+672	New	+$29.7K	0.01%	845
2016 Q1	–	Sell	-34,232	Closed	-$804K	–	1165
2015 Q4	$804K	Buy	34,232 +4,601	+16%	+$162K	0.32%	76
2015 Q3	$684K	Buy	29,631 +2,021	+7%	+$75.5K	0.29%	77
2015 Q2	$632K	Buy	+27,610	New	+$1.15M	0.23%	83
2014 Q4	–	Sell	-4,642	Closed	-$100K	–	992
2014 Q3	$100K	Buy	+4,642	New	+$211K	0.05%	221

Other funds holding HSBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Financial Architects (New Jersey)'s HSBC Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of HSBC (HSBC) in Q2 2018, closing a stake of 10,414 shares — an estimated $263K sold.

Financial Architects (New Jersey) first reported a position in HSBC in Q3 2014 and held it in 6 quarters. The position peaked at $804K in Q4 2015. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

Financial Architects (New Jersey) reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 10,414 HSBC shares in Q2 2018, an estimated $263K.
Financial Architects (New Jersey) first reported a position in HSBC in Q3 2014 and held it in 6 quarters.
Financial Architects (New Jersey)'s HSBC position peaked at $804K in Q4 2015.
425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.