First Dallas Securities’s HSBC HSBC Stock Holding History

First Dallas Securities’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	-6,111	Closed	-$272K	–	108
2018 Q1	$272K	Sell	6,111 -893	-13%	-$42.5K	0.18%	86
2017 Q4	$330K	Sell	7,004 -1,642	-19%	-$74.2K	0.21%	81
2017 Q3	$390K	Hold	8,646	–	–	0.27%	76
2017 Q2	$366K	Sell	8,646 -99	-1%	-$3.84K	0.27%	74
2017 Q1	$322K	Buy	+8,745	New	+$329K	0.22%	79

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

First Dallas Securities's HSBC Position: Q2 2018 in Review

First Dallas Securities sold out of HSBC (HSBC) in Q2 2018, closing a stake of 6,111 shares — an estimated $272K sold.

First Dallas Securities first reported a position in HSBC in Q1 2017 and held it in 5 quarters. The position peaked at $390K in Q3 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q2 2018.

First Dallas Securities reported no remaining HSBC position as of Q2 2018 after selling out during the quarter.
First Dallas Securities sold 6,111 HSBC shares in Q2 2018, an estimated $272K.
First Dallas Securities first reported a position in HSBC in Q1 2017 and held it in 5 quarters.
First Dallas Securities's HSBC position peaked at $390K in Q3 2017.
425 funds tracked by Wall St. Rank held HSBC as of Q2 2018.

Based on First Dallas Securities's 13F filing for Q2 2018, filed 31 Jul 2018.