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HL Financial Services’s HSBC HSBC Stock Holding History

HL Financial Services’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
-16,054
Closed -$673K – 748
2018
Q3 		$673K Buy
16,054
+1,736
+12% +$75.2K 0.01% 468
2018
Q2 		$636K Sell
14,318
-1,850
-11% -$84.8K 0.01% 458
2018
Q1 		$719K Sell
16,168
-3,560
-18% -$169K 0.01% 421
2017
Q4 		$931K Sell
19,728
-2,632
-12% -$119K 0.02% 322
2017
Q3 		$1.01M Sell
22,360
-4,454
-17% -$197K 0.02% 355
2017
Q2 		$1.14M Buy
+26,814
New +$1.04M 0.02% 325

Other funds holding HSBC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI
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
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

HL Financial Services's HSBC Position: Q4 2018 in Review

HL Financial Services sold out of HSBC (HSBC) in Q4 2018, closing a stake of 16,054 shares — an estimated $673K sold.

HL Financial Services first reported a position in HSBC in Q2 2017 and held it in 6 quarters. The position peaked at $1.14M in Q2 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • HL Financial Services reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 16,054 HSBC shares in Q4 2018, an estimated $673K.
  • HL Financial Services first reported a position in HSBC in Q2 2017 and held it in 6 quarters.
  • HL Financial Services's HSBC position peaked at $1.14M in Q2 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.