First Allied Advisory Services’s HSBC HSBC Stock Holding History

First Allied Advisory Services’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	-7,711	Closed	-$364K	–	1286
2017 Q4	$364K	Buy	+7,711	New	+$349K	0.01%	784
2017 Q3	–	Sell	-8,042	Closed	-$338K	–	1158
2017 Q2	$338K	Sell	8,042 -435	-5%	-$16.9K	0.02%	770
2017 Q1	$313K	Sell	8,477 -699	-8%	-$26.3K	0.02%	765
2016 Q4	$333K	Buy	+9,176	New	+$325K	0.02%	736
2016 Q3	–	Sell	-9,141	Closed	-$260K	–	1064
2016 Q2	$260K	Buy	9,141 +288	+3%	+$8.14K	0.01%	804
2016 Q1	$246K	Sell	8,853 -1,443	-14%	-$42.7K	0.01%	820
2015 Q4	$370K	Sell	10,296 -383	-4%	-$13.5K	0.02%	697
2015 Q3	$372K	Sell	10,679 -3,635	-25%	-$136K	0.02%	660
2015 Q2	$576K	Buy	14,314 +6,599	+86%	+$275K	0.03%	578
2015 Q1	$294K	Sell	7,715 -1,038	-12%	-$40.5K	0.02%	787
2014 Q4	$351K	Sell	8,753 -4,243	-33%	-$181K	0.03%	670
2014 Q3	$577K	Buy	12,996 +1,833	+16%	+$83.5K	0.05%	465
2014 Q2	$490K	Sell	11,163 -405	-4%	-$18K	0.04%	527
2014 Q1	$507K	Buy	11,568 +6,569	+131%	+$298K	0.04%	515
2013 Q4	$239K	Sell	4,999 -929	-16%	-$44K	0.02%	756
2013 Q3	$277K	Buy	+5,928	New	+$281K	0.02%	756

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

First Allied Advisory Services's HSBC Position: Q1 2018 in Review

First Allied Advisory Services sold out of HSBC (HSBC) in Q1 2018, closing a stake of 7,711 shares — an estimated $364K sold.

First Allied Advisory Services first reported a position in HSBC in Q3 2013 and held it in 16 quarters. The position peaked at $577K in Q3 2014. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

First Allied Advisory Services reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 7,711 HSBC shares in Q1 2018, an estimated $364K.
First Allied Advisory Services first reported a position in HSBC in Q3 2013 and held it in 16 quarters.
First Allied Advisory Services's HSBC position peaked at $577K in Q3 2014.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.