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Geneva Advisors’s HSBC HSBC Stock Holding History

Geneva 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
2017
Q2 		$1.14M Buy
26,794
+1,781
+7% +$69.1K 0.02% 339
2017
Q1 		$922K Buy
25,013
+183
+0.7% +$6.88K 0.02% 374
2016
Q4 		$901K Buy
+24,830
New +$880K 0.02% 360

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Geneva Advisors's HSBC Position: Q2 2017 in Review

Geneva Advisors increased its HSBC (HSBC) stake by 7.1% in Q2 2017, buying an estimated $69.1K and bringing the position to 26,794 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #339.

Geneva Advisors first reported a position in HSBC in Q4 2016 and has held it in 3 quarters since. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2017.

  • Geneva Advisors held 26,794 shares of HSBC worth $1.14M as of Q2 2017.
  • Geneva Advisors bought 1,781 HSBC shares in Q2 2017, an estimated $69.1K.
  • HSBC made up 0.02% of Geneva Advisors's portfolio in Q2 2017, its #339 holding.
  • Geneva Advisors first reported a position in HSBC in Q4 2016 and has held it in 3 quarters since.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.