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Forward Management’s HSBC HSBC Stock Holding History

Forward Management’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
Q3 		– Sell
-271
Closed -$12K – 163
2018
Q2 		$12K Sell
271
-2
-0.7% -$92 ﹤0.01% 158
2018
Q1 		$12K Sell
273
-6
-2% -$286 ﹤0.01% 182
2017
Q4 		$13K Hold
279
– – ﹤0.01% 199
2017
Q3 		$13K Hold
279
– – ﹤0.01% 193
2017
Q2 		$12K Sell
279
-3
-1% -$116 ﹤0.01% 199
2017
Q1 		$10K Hold
282
– – ﹤0.01% 181
2016
Q4 		$10K Hold
282
– – ﹤0.01% 221
2016
Q3 		$10K Sell
282
-257
-48% -$8.06K ﹤0.01% 199
2016
Q2 		$15K Sell
539
-85,550
-99% -$2.42M ﹤0.01% 205
2016
Q1 		$2.39M Sell
86,089
-95,843
-53% -$2.83M 0.2% 66
2015
Q4 		$6.4M Buy
181,932
+12,271
+7% +$433K 0.54% 37
2015
Q3 		$5.73M Sell
169,661
-30,662
-15% -$1.15M 0.46% 45
2015
Q2 		$8M Buy
200,323
+96,172
+92% +$4.01M 0.49% 40
2015
Q1 		$3.91M Sell
104,151
-83,875
-45% -$3.27M 0.23% 71
2014
Q4 		$7.65M Buy
188,026
+27,712
+17% +$1.18M 0.42% 43
2014
Q3 		$7.03M Buy
160,314
+1,068
+0.7% +$48.6K 0.42% 46
2014
Q2 		$6.98M Buy
159,246
+3,103
+2% +$138K 0.4% 44
2014
Q1 		$6.84M Sell
156,143
-43,842
-22% -$1.99M 0.39% 47
2013
Q4 		$9.5M Buy
199,985
+46,292
+30% +$2.19M 0.58% 37
2013
Q3 		$7.19M Buy
153,693
+107,137
+230% +$5.08M 0.47% 42
2013
Q2 		$2.08M Buy
+46,556
New +$2.18M 0.17% 101

Other funds holding HSBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
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
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Forward Management's HSBC Position: Q3 2018 in Review

Forward Management sold out of HSBC (HSBC) in Q3 2018, closing a stake of 271 shares — an estimated $12K sold.

Forward Management first reported a position in HSBC in Q2 2013 and held it in 21 quarters. The position peaked at $9.5M in Q4 2013. 414 funds tracked by Wall St. Rank hold HSBC as of Q3 2018.

  • Forward Management reported no remaining HSBC position as of Q3 2018 after selling out during the quarter.
  • Forward Management sold 271 HSBC shares in Q3 2018, an estimated $12K.
  • Forward Management first reported a position in HSBC in Q2 2013 and held it in 21 quarters.
  • Forward Management's HSBC position peaked at $9.5M in Q4 2013.
  • 414 funds tracked by Wall St. Rank held HSBC as of Q3 2018.

Based on Forward Management's 13F filing for Q3 2018, filed 7 Nov 2018.