Global Financial Private Capital’s HSBC HSBC Stock Holding History

Global Financial Private Capital’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 Q4	–	Sell	-56,169	Closed	-$2.35M	–	405
2018 Q3	$2.35M	Sell	56,169 -1,716	-3%	-$74.4K	0.08%	187
2018 Q2	$2.57M	Buy	57,885 +49,836	+619%	+$2.29M	0.09%	174
2018 Q1	$358K	Buy	8,049 +453	+6%	+$21.6K	0.01%	416
2017 Q4	$358K	Buy	+7,596	New	+$343K	0.01%	401

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCCM

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

Global Financial Private Capital's HSBC Position: Q4 2018 in Review

Global Financial Private Capital sold out of HSBC (HSBC) in Q4 2018, closing a stake of 56,169 shares — an estimated $2.35M sold.

Global Financial Private Capital first reported a position in HSBC in Q4 2017 and held it in 4 quarters. The position peaked at $2.57M in Q2 2018. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

Global Financial Private Capital reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 56,169 HSBC shares in Q4 2018, an estimated $2.35M.
Global Financial Private Capital first reported a position in HSBC in Q4 2017 and held it in 4 quarters.
Global Financial Private Capital's HSBC position peaked at $2.57M in Q2 2018.
425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.