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Fort Washington Investment Advisors’s HSBC HSBC Stock Holding History

Fort Washington Investment Advisors’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
2020
Q1 		– Sell
-6,455
Closed -$252K – 460
2019
Q4 		$252K Hold
6,455
– – ﹤0.01% 459
2019
Q3 		$247K Hold
6,455
– – ﹤0.01% 460
2019
Q2 		$269K Sell
6,455
-478
-7% -$20K ﹤0.01% 458
2019
Q1 		$278K Sell
6,933
-173
-2% -$6.97K ﹤0.01% 456
2018
Q4 		$282K Sell
7,106
-85
-1% -$3.4K ﹤0.01% 457
2018
Q3 		$301K Sell
7,191
-80
-1% -$3.47K ﹤0.01% 482
2018
Q2 		$323K Sell
7,271
-74
-1% -$3.39K ﹤0.01% 476
2018
Q1 		$327K Sell
7,345
-153
-2% -$7.28K ﹤0.01% 490
2017
Q4 		$354K Buy
7,498
+1,898
+34% +$85.8K ﹤0.01% 510
2017
Q3 		$253K Hold
5,600
– – ﹤0.01% 481
2017
Q2 		$237K Sell
5,600
-65
-1% -$2.52K ﹤0.01% 465
2017
Q1 		$209K Hold
5,665
– – ﹤0.01% 469
2016
Q4 		$206K Sell
5,665
-551
-9% -$19.5K ﹤0.01% 467
2016
Q3 		$211K Buy
+6,216
New +$195K ﹤0.01% 425
2015
Q4 		– Sell
-6,302
Closed -$213K – 401
2015
Q3 		$213K Hold
6,302
– – ﹤0.01% 440
2015
Q2 		$252K Sell
6,302
-66
-1% -$2.75K ﹤0.01% 394
2015
Q1 		$239K Buy
+6,368
New +$248K ﹤0.01% 402

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort Washington Investment Advisors's HSBC Position: Q1 2020 in Review

Fort Washington Investment Advisors sold out of HSBC (HSBC) in Q1 2020, closing a stake of 6,455 shares — an estimated $252K sold.

Fort Washington Investment Advisors first reported a position in HSBC in Q1 2015 and held it in 17 quarters. The position peaked at $354K in Q4 2017. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Fort Washington Investment Advisors reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 6,455 HSBC shares in Q1 2020, an estimated $252K.
  • Fort Washington Investment Advisors first reported a position in HSBC in Q1 2015 and held it in 17 quarters.
  • Fort Washington Investment Advisors's HSBC position peaked at $354K in Q4 2017.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2020, filed 6 May 2020.