Ford Financial Group’s HSBC HSBC Stock Holding History

Ford Financial Group’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	-113	Closed	-$5K	–	187
2017 Q4	$5K	Buy	+113	New	+$5.11K	﹤0.01%	322

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

Ford Financial Group's HSBC Position: Q1 2018 in Review

Ford Financial Group sold out of HSBC (HSBC) in Q1 2018, closing a stake of 113 shares — an estimated $5K sold.

Ford Financial Group first reported a position in HSBC in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 434 funds tracked by Wall St. Rank hold HSBC as of Q1 2018.

Ford Financial Group reported no remaining HSBC position as of Q1 2018 after selling out during the quarter.
Ford Financial Group sold 113 HSBC shares in Q1 2018, an estimated $5K.
Ford Financial Group first reported a position in HSBC in Q4 2017 and held it in 1 quarter.
Ford Financial Group's HSBC position peaked at $5K in Q4 2017.
434 funds tracked by Wall St. Rank held HSBC as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.