HCIA
HSBC icon

Hochman Cole Investment Advisors’s HSBC HSBC Stock Holding History

Hochman Cole 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
Q2 		– Sell
-14,024
Closed -$393K – 107
2020
Q1 		$393K Sell
14,024
-12,250
-47% -$425K 0.27% 64
2019
Q4 		$1.03M Sell
26,274
-833
-3% -$31.6K 0.56% 41
2019
Q3 		$1.04M Hold
27,107
– – 0.65% 36
2019
Q2 		$1.13M Sell
27,107
-323
-1% -$13.5K 0.67% 35
2019
Q1 		$1.1M Sell
27,430
-685
-2% -$27.6K 0.66% 36
2018
Q4 		$1.11M Sell
28,115
-339
-1% -$13.6K 0.77% 34
2018
Q3 		$1.19M Sell
28,454
-316
-1% -$13.7K 0.74% 31
2018
Q2 		$1.28M Sell
28,770
-291
-1% -$13.3K 0.84% 31
2018
Q1 		$1.29M Sell
29,061
-605
-2% -$28.8K 0.9% 30
2017
Q4 		$1.4M Hold
29,666
– – 0.88% 33
2017
Q3 		$1.34M Hold
29,666
– – 0.88% 34
2017
Q2 		$1.26M Sell
29,666
-341
-1% -$13.2K 0.87% 33
2017
Q1 		$1.11M Hold
30,007
– – 0.8% 35
2016
Q4 		$1.09M Buy
30,007
+22,393
+294% +$794K 0.79% 37
2016
Q3 		$259K Buy
+7,614
New +$239K 0.19% 69
2016
Q1 		– Sell
-6,029
Closed -$212K – 81
2015
Q4 		$212K Buy
+6,029
New +$213K 0.18% 72

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hochman Cole Investment Advisors's HSBC Position: Q2 2020 in Review

Hochman Cole Investment Advisors sold out of HSBC (HSBC) in Q2 2020, closing a stake of 14,024 shares — an estimated $393K sold.

Hochman Cole Investment Advisors first reported a position in HSBC in Q4 2015 and held it in 16 quarters. The position peaked at $1.4M in Q4 2017. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Hochman Cole Investment Advisors reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 14,024 HSBC shares in Q2 2020, an estimated $393K.
  • Hochman Cole Investment Advisors first reported a position in HSBC in Q4 2015 and held it in 16 quarters.
  • Hochman Cole Investment Advisors's HSBC position peaked at $1.4M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.