FGC
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Financial Gravity Companies’s HSBC HSBC Stock Holding History

Financial Gravity Companies’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 		$2K Buy
+49
New +$1.96K ﹤0.01% 930
2018
Q1 		$3K Sell
54
-55
-50% -$2.62K ﹤0.01% 855
2017
Q4 		$5K Buy
+109
New +$4.93K 0.01% 715

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
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
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

Financial Gravity Companies's HSBC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in HSBC (HSBC) in Q4 2018: 49 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HSBC as recently as Q1 2018.

Financial Gravity Companies first reported a position in HSBC in Q4 2017 and has held it in 3 quarters since. The position peaked at $5K in Q4 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Financial Gravity Companies held 49 shares of HSBC worth $2K as of Q4 2018.
  • HSBC was a new Financial Gravity Companies position in Q4 2018.
  • HSBC made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #930 holding.
  • Financial Gravity Companies first reported a position in HSBC in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's HSBC position peaked at $5K in Q4 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.