First Personal Financial Services’s HSBC HSBC Stock Holding History

First Personal Financial 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
2019 Q3	–	Sell	-523	Closed	-$22K	–	636
2019 Q2	$22K	Sell	523 -6	-1%	-$251	0.01%	389
2019 Q1	$21K	Sell	529 -35	-6%	-$1.41K	0.01%	389
2018 Q4	$22K	Buy	564 +3	+0.5%	+$120	0.01%	366
2018 Q3	$23K	Sell	561 -454	-45%	-$19.7K	0.01%	390
2018 Q2	$45K	Sell	1,015 -10	-1%	-$459	0.02%	286
2018 Q1	$46K	Buy	1,025 +574	+127%	+$27.3K	0.01%	452
2017 Q4	$21K	Buy	+451	New	+$20.4K	﹤0.01%	635
2017 Q1	–	Sell	-287	Closed	-$10K	–	906
2016 Q4	$10K	Hold	287	–	–	﹤0.01%	709
2016 Q3	$10K	Sell	287 -4	-1%	-$126	﹤0.01%	588
2016 Q2	$8K	Buy	+291	New	+$8.23K	﹤0.01%	616
2015 Q4	–	Sell	-51	Closed	-$2K	–	440
2015 Q3	$2K	Buy	+51	New	+$1.91K	﹤0.01%	393
2015 Q2	–	Sell	-260	Closed	-$10K	–	497
2015 Q1	$10K	Sell	260 -6	-2%	-$234	0.01%	275
2014 Q4	$10K	Buy	+266	New	+$11.3K	0.01%	254

Other funds holding HSBC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCCM

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

First Personal Financial Services's HSBC Position: Q3 2019 in Review

First Personal Financial Services sold out of HSBC (HSBC) in Q3 2019, closing a stake of 523 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in HSBC in Q4 2014 and held it in 13 quarters. The position peaked at $46K in Q1 2018. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

First Personal Financial Services reported no remaining HSBC position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 523 HSBC shares in Q3 2019, an estimated $22K.
First Personal Financial Services first reported a position in HSBC in Q4 2014 and held it in 13 quarters.
First Personal Financial Services's HSBC position peaked at $46K in Q1 2018.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.