HCM
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Hodges Capital Management’s HSBC HSBC Stock Holding History

Hodges Capital 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
Q4 		– Sell
-6,036
Closed -$253K – 242
2018
Q3 		$253K Sell
6,036
-67
-1% -$2.9K 0.02% 226
2018
Q2 		$271K Sell
6,103
-276
-4% -$12.7K 0.02% 223
2018
Q1 		$284K Sell
6,379
-1,227
-16% -$58.4K 0.02% 214
2017
Q4 		$359K Sell
7,606
-876
-10% -$39.6K 0.03% 199
2017
Q3 		$383K Buy
8,482
+1,095
+15% +$48.4K 0.03% 206
2017
Q2 		$313K Buy
7,387
+1,824
+33% +$70.8K 0.02% 231
2017
Q1 		$205K Buy
+5,563
New +$209K 0.01% 258

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

Hodges Capital Management's HSBC Position: Q4 2018 in Review

Hodges Capital Management sold out of HSBC (HSBC) in Q4 2018, closing a stake of 6,036 shares — an estimated $253K sold.

Hodges Capital Management first reported a position in HSBC in Q1 2017 and held it in 7 quarters. The position peaked at $383K in Q3 2017. 425 funds tracked by Wall St. Rank hold HSBC as of Q4 2018.

  • Hodges Capital Management reported no remaining HSBC position as of Q4 2018 after selling out during the quarter.
  • Hodges Capital Management sold 6,036 HSBC shares in Q4 2018, an estimated $253K.
  • Hodges Capital Management first reported a position in HSBC in Q1 2017 and held it in 7 quarters.
  • Hodges Capital Management's HSBC position peaked at $383K in Q3 2017.
  • 425 funds tracked by Wall St. Rank held HSBC as of Q4 2018.

Based on Hodges Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.