HCA
HSBC icon

Horan Capital Advisors’s HSBC HSBC Stock Holding History

Horan Capital 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
Q4 		– Sell
-209
Closed -$9K – 158
2017
Q3 		$9K Buy
+209
New +$9.24K 0.01% 262

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Horan Capital Advisors's HSBC Position: Q4 2017 in Review

Horan Capital Advisors sold out of HSBC (HSBC) in Q4 2017, closing a stake of 209 shares — an estimated $9K sold.

Horan Capital Advisors first reported a position in HSBC in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 430 funds tracked by Wall St. Rank hold HSBC as of Q4 2017.

  • Horan Capital Advisors reported no remaining HSBC position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 209 HSBC shares in Q4 2017, an estimated $9K.
  • Horan Capital Advisors first reported a position in HSBC in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's HSBC position peaked at $9K in Q3 2017.
  • 430 funds tracked by Wall St. Rank held HSBC as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.